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because they just could not stomach what we were saying: that you could invest with the purpose of doing good. When they did good, they did it by giving some of the money they had made by investing or creating their businesses. The two parts of their brain were separated by something I began to liken to the blood brain barrier; nothing new could pass through. To that way of thinking, you invest trying to make all the money you can. You put that money in one pocket on one side. Then you put as much as you can into another pocket on the other side, the giving pocket. And out of the second pocket you try to good, sometimes even trying to mitigate the things you did in making your money. We said we wanted to connect those worlds, to invest with the same goals that showed up when giving. Beyond the concept of impact investing lies a big shift. Tectonic plates that will transform Wall Street and Main Street are moving along with this shift. Our movement of impact investing and social enterprise is part of something much bigger thats going on, a change in the way we are in the world. On a practical basis, within our part of the larger movement, the pioneering impact investors had to learn to think a different way, to change some of their fundamental
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beliefs in order to move real investments toward the goals that theyd only relegated the (much smaller) pocket of philanthropic giving dollars to tackle before. Those pioneer impact investors were going upstream, against the grain. They had to explain to their peers and wealth managers that they wanted to merge their giving and investing goals without giving everything away. They had a lot of psychic furniture to move, some unquestioned presuppositions to dig up and toss aside, some unexamined guiding myths to tear up and reform. Investing with the goal of making a positive impact while also making positive financial returns flies in the face of the received wisdom of wealth, and the pioneer impact investors had to overcome that myth. Im talking about the foundational myth of the capital market that weve inherited from the robber barons. Those wealthy and powerful businessmen of the 19th century were enamored of the market system and used it to its fullest, ignoring how their business practices that maximized the market approach also exploited the people and our planet. We are seeing the devastating results of that approach today. Yet, after pillaging the people and setting the stage for the destruction of the habitability of the planet through creating the oil industry and heavy manufacturing, they also set up the first big foundations. Yes, they wanted to give back, but they also wanted philanthropy to be out of the way of the wealth creation vehicle of the market. This is the myth we must overcome: that the market is separate from that which does good. There is not enough money in either philanthropy (both in the foundations and in our wallets) or in government to creatively engage the big problems we are facing. The market the most powerful tool weve come up with to create abundance and allocate resources has to play its part. It has to be brought under control, to become a tool to create the thrivable, resilient commons we all rely on and share. There are realities in the world right now in the forefront of our awareness climate change, the end of cheap oil, the injustices and inequalities of the dominant systems in place that will can serve to help us make sure that this movement is not just the illusion of change that we boomers thought we were a part of in the 60s. The market has to be brought under our control, its rapacious, selfish aspects curbed and put into service for the good of us all. 6
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Thats what the people who come to SOCAP are trying to do: collectively fashion for-prot business as a tool to serve its owners, its investors, and all of us, rather than just as a way to enrich a few at the expense of the rest of us. The task ahead is inclusive of all who can contribute. It is intergenerational, as people of my generation work with entrepreneurs younger than my children who are going to be making a difference in the future, making the world a place where my grandchildren can thrive. As we at SOCAP individually and collectively strive towards new models, we are proud to announce that we have achieved one goal this year weve been trying to reach for a while: there are no all-male sessions at SOCAP13 . We just set this as a goal and then have held to it. You can create a new normal if you stick to it. We are proud of what we achieved with this first step this year. And next year, we are planning to move this model a step further along by addressing other layers of diversity and voice inclusion, as well. Yes, weve come a long way. We, the people who are part of this movement, are being invited to gatherings of the insiders and the powerful of the market that we were not invited to a few years ago (or if we were invited, we were the inspirational lunch time show to lighten the tone when the grownups sat around the table). We have a session this week where two well-known billionaires who have become active in impact investing are going to strategize on how to lead other billionaires on this path. Perhaps they will find ways to encourage some of the high-profile philanthropists who are part of the Giving Pledge (who want to give more than half of their estate toward the public good when they die) to begin moving some of their investments now in order to support the world they want to leave behind. You could say the rst ve years of SOCAP were about proving that it was real, that you truly could put your money where your heart is and not be a fool, but could actually expect to make money and make change. Some of the early funds are starting to post encouraging early nancial returns. We think weve ne-tuned the biggest complaint people have about SOCAP: that its great, they love the content and the energy, but its like drinking from a re hose; too much, too fast. We agree with the thought leaders at Omidyar Network that the way to approach our task is with a sector approach: to work with all stake holders to solve big problems, government, philanthropic capital meshing with risk-taking venture capital, and the emergent solutions arising out of the fertile grassroots increasingly-connected network
of startup accelerators. Having large sector foci, using an interdisciplinary lens, including art, we think can turn the ood of SOCAP information into something more manageable and grokable this time around. This year, we are bringing together the people doing it in health, and in revitalizing the oceans, using the market as a tool to create the public good we all know we need and rely on. This is the market in service of a thriveable, resilient commons, but one that rewards risk and innovation of the entrepreneur and the investor. Not surprisingly, when you take a sector focus, you nd that some visionary and bold non-prot foundations were there rst, scoping out the problem and the best approaches. Thats why we are thrilled to be partnering with the Packard Foundation as we look at using the market as a trim tab the small tab that shifts the ow on a huge ship just enough that you can then turn the rudder and alter your course to revitalize the ocean. We are working with Packard to change the story of the oceans; from mitigating a problem that outsizes us to using innovation and entrepreneurship, sometimes using new technology, sometimes working with and learning from indigenous coastal communities to even make money from cleaning the ocean. Its the same in health, we are partnering with and learning from the Robert Wood Johnson Foundation as we link housing, health, technology, and innovation to help entrepreneurs and investors make money helping poor people get healthier. In the United States, there may be no greater venture capital opportunity right now than the intersection of Obamacare and mobile health apps and devices. And to reach that gold the fastest and the biggest, you have to understand how people at or just above the poverty line such as 35 hour a week Walmart employees learn to trust that you have their best interests at heart. Cultural literacy, therefore, has to become part of the core curriculum in both computer science and MBA curriculae. Never before has the path to prots led through understanding how low-income people think and act. Paying deep attention to Bottom of the Pyramid (BoP) is now core to making among the highest returns possible on venture capital technology plays in this country. Looking at our impact on the BoP in this country naturally causes us to look at the real impact of our capital. We also look deeply at the profound issue of extraction, of being extractive investors, those who may do good use technology to increase the spending power or health of the poor, for instance but still may take more from the communities they serve than they leave behind. Morgan Simons Transformative Finance Principles, starting with the simple decision to be a non-extractive investor, seems a good foundation to guide that discussion.
Because the principle barriers to the work we want to accomplish are cognitive, getting more people to think and act like the core SOCAP community, we are focusing on meaning more than ever this year. Meaning has nally got its own theme and dedicated sessions. We are focusing on both faith and art as lenses to help explain how we see the world and how we want to be part of changing the world. SOCAPs producer (and my wife), Rosa Lee Harden, has always been the one to bring in the elements that make SOCAP different from other conferences; convincing us that we should include time for open space, self-created content, and also leading the way on bringing in the meaning element to the conference. That is more relevant now than at previous conferences. Thats because of the little-mentioned fact that impact investors frequently have deeply spiritual reasons most often linked to their faith tradition for having the courage to go against the grain and start putting their real money where their heart is. As we endeavor to make a world that is good for all, we notice what works and what doesnt. Faith seems to work here. Thats why clergy are here this year. We have a faith leader contingent having their own special curated experienced at SOCAP13 . This is a group of clergy attending on scholarship with the goal of taking the concepts and design approaches of this community and bringing them back into their own churches and mosques and synagogues, and taking action with their communities in line with their own missions and how they see the world. SOCAP. Its where change comes together to learn, to celebrate, and to make the connections happen that put change to work. On behalf of both of us, and in hopes that we can build a world that works for all of our grandchildren, welcome to SOCAP. KEVIN JONES Convener ROSA LEE HARDEN Producer (Shown here with their grandkids)
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Countless connections must happen to build the good economy that we all know is possible an influential mentor to an entrepreneur, an aligned investment to a critical intermediary, a positive policy decision to a path forward. These connections dont always come easily, yet they are happening every day and in significant ways everywhere around the world. SOCAP13 is our opportunity to celebrate the collective momentum that were building, and to accelerate it even further during our time together in San Francisco. We invite you to take advantage of the multiple tools, programs, and platforms that weve provided in service of accelerating your connections!
SOCAP WELCOMES THE WORLD! Join us in welcoming our four international delegations attending SOCAP! Local catalysts have organized and hosted impact investors, accelerators, and entrepreneurs from across the globe. These groups will learn lessons and best practices from the convening and bring new energy and knowledge back to their communities. We thank our international catalysts and their delegates! JAPAN: Impact Hub Tokyo BRAZIL: Artemisia Social Business AUSTRALIA: Impact Hub Melbourne CANADA: MaRS Centre for Impact Investing
Spot SOCAP volunteers with their purple t-shirts and feel free to ask them questions. They are happy to help!
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HTML5 Platform: Visit SOCAPconnect.net Download Apple or Android App: Visit the App Store or Android Market, search SOCAP13 , and download our app for connecting on-the-go!
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U.S. arts organizations are the original social enterprises: for the last 50 years they have earned half their revenue. Artists are the original social entrepreneurs: holding a mirror up to nature to challenge prevailing assumptions, connecting new methods and materials with old problems, experimenting, collaborating, and making work for community consumption. Innovators harnessing markets for the public good in health, education, nutrition, and so many other areas have a lot to share and much to gain from talking with their peers in lm, music, theater, spoken word, painting, new media and all the other forms that succeed every day in crossing the chasm between markets and meaning. For 2013, Intersection for the Arts in partnership with UC Berkeley Scholar-in-Residence Laura Callanan is bringing artists, cultural entrepreneurs, and storytellers to the SOCAP conversation. The arts are essential to every conversation about social innovation. Find one of these artist entrepreneurs and engage a conversation to learn more about the connections between arts and social entrepreneurship.
If you would like to take some time to center yourself we invite you to join in these 30 minute sessions happening before we get underway. Each of the three days will are inspired by a different religious tradition, but all are welcome. All sessions will be held at 8am in room 210c. 8:00am Wednesday: Meditation led by a Master Raja Yoga teacher 8:00am Thursday: Centering prayer from the Christian tradition 8:00am Friday: Meditation from the Buddhist tradition
When was the last time you made a change? You changed because you wanted to create something better, right? So did we. We believe that a better world evolves when the collective action of compassionate, creative, and committed individuals is focused on a common purpose. As we move forward with the evolution of our global network, we are excited to showcase our purpose by adding Impact to our name. Welcome to Impact Hub! From Amsterdam to Johannesburg, Singapore to San Francisco, we have evolved into a rapidly expanding, diverse global network covering every continent with more than 7000 members and nearly 40 locations. Part innovation lab, part business incubator, and part community center, Impact Hub offers our members a unique ecosystem of resources, inspiration, and collaboration opportunities to facilitate impact. Step into any one of our Impact Hubs worldwide, and immerse yourself in the local experience of a global movement. If you believe that true impact requires collective action, then we invite you to come and make it a reality with us every day at Impact Hub! Come say #HelloImpact.
Liquidnet, the global institutional trading network, is proud to partner with ImpactSpace through its corporate impact program, Liquidnet For Good.
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Communities of Interest gatherings: If you are inspired to create your own gathering within the conference, reserve one of the Impact Hub meeting spaces and invite your colleagues to join you by using the SOCAP13 Connect platform & mobile app and the Host Wall. Tweet your best ideas and photos for our Inspiration Stream. Beyond SOCAP at Impact Hub: Building on the momentum and excitement of the SOCAP conference, we will use the SOCAP: Open platform to inspire Impact Hub programming after the event. In the Impact Hub @ SOCAP13 and on the Open Platform, participants can suggest topics for further discussion as well as create momentum to move serious ideas towards action, ensuring even more impact. We will take these suggestions to our members to vote on them and drive our future programs in the Bay Area. Come to the Impact Hub @ SOCAP13 to share your ideas for going beyond SOCAP! Impact Hubs are professionally hosted spaces, a core tenet of creating a strong community workspace. Hosts create open, collaborative spaces for anyone looking to work, connect, and build. The Impact Hub @ SOCAP13 is lled with these hosts to help you take advantage of the various programming and content of this pop-up space, as well as learn more about how to extend the SOCAP experience in Impact Hubs around the world and throughout the year!
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Since its first seed grant to launch SOCAP in 2008, Halloran Philanthropies has targeted its human and financial resources toward the development of social entrepreneurs and impact investing. Social entrepreneurs accelerate the good economy by making impact tangible. At SOCAP13, we are thrilled to offer special programming tailored to help entrepreneurs build and improve the exciting new companies SOCAP investors are funding. A select set of entrepreneurs have just participated in the Impact Accelerator @ SOCAP, a two-day intensive program designed to assist growth-stage entrepreneurs to plan and develop their business. During the program, entrepreneurs network with accelerator leaders and industry experts to examine fundamental business priorities that help companies keep their focus on their customer and their mission as they grow. This year, we are also sponsoring Accelerate the Accelerators @ SOCAP, a one-day seminar designed to convene accelerator leaders from all over the world. By bringing together entrepreneurs and accelerators, SOCAP is creating an exciting ecosystem that grows and becomes more healthy every year. We cant wait for you to meet them! Accelerators who have been actively participating with these ventures are: Accelerating Appalachia Agora - Latin America AHMSA ANDE Artemisia Artha Venture Challenge BID network Buckminster Fuller Institute Centre for Innovation, Incubation and Entrepreneurship (CIIE) Code for America
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This year at SOCAP, thanks to a generous grant from Halloran Philanthropies, more than 100 entrepreneurs from around the globe were not only given full scholarships to attend SOCAP, they were also invited to stay on the Fort Mason campus. Dubbed Halloran House for SOCAP13, the Fishermans Wharf Hostel located just behind and up the hill from the Firehouse is housing these SOCAP13 scholarshipped entrepreneurs. Additionally, the entrepreneurs were housed together for their weekend experience of the Impact Accelerator @ SOCAP, which took place downtown at the Impact Hub.
Compartamos con Colombia Dasra Echoing Green Fish 2.0 Good Company GSBI - Santa Clara University GSF India Future of Fish Health for America HUB Ventures Invest2Innovate Investment Ready Program LGT Venture Philanthropy NESsT New Ventures Mexico Points of Light Civic Accelerator Rivet Rock Health Sandbox Network UnLtd Tamil Nadu Unreasonable Institute VentureWell / NCIIA Village Capital Villgro UnLtd India William James Foundation
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The reality is this: Some highly impactful and investible solutions for bottom-of-the-pyramid consumers are found in the clean cookstove and fuel sectors. Touching so many of the areas we care about health, environment, community development, and economic empowerment clean cooking interventions can be simple solutions to big problems. Weve curated some of the most promising enterprises in the sector to show that this movement though including cookstove manufacturers also extends to innovative models that span distribution, fuel sources, platforms for exchange, financing mechanisms, and new promising geographies. Our hope is that the next time an entrepreneur says I run a clean cookstove startup youll pause to imagine the tremendous world-changing potential and financial viability these solutions have to offer. Stroll through the Clean Cooking Innovation Showcase on Thursday, 9am-5pm in the Impact Hub @ SOCAP.
Wednesday, 9am-6pm Every good idea starts with a creative mind, a person with tremendous potential. Hopefully youre at SOCAP to meet these types of individuals. Pave is a new platform that empowers young people to pursue impactful careers by connecting them with backers who provide funding, advice, and connections. In return, these young people offer their backers a share of income for 10 years, a exible alternative to xed debt payments. Its a new type of impact investment designed to unlock a generation that wants to tackle important challenges. At SOCAP, weve partnered to create a new kind of showcase that focuses on the individuals driving impact, an interesting change from the product and technology demos we typically do. We hope that as you walk through the showcase youre as inspired and as motivated to back these individuals as we are!
Wednesday, 1:30pm - 2:30pm in the Golden Gate Room The world is becoming more mobile every year! This year at SOCAP were excited to revisit an important area for this movement: Mobile! From mobile apps inuencing behavior changes that address the social determinants of health, to education technologies democratizing knowledge around the world, mobile opportunities continue to abound. Its time for another exciting mobile update and to discuss new challenges and barriers to scale. In partnership with the Vodafone Americas Foundation weve partnered to bring mobile conversation to the table and highlight up-and-coming mobile entrepreneurs at SOCAP 13 . The Vodafone Americas Foundation supports U.S. and international non-profit organizations to develop and utilize wireless and mobile technology to save lives, improve the community, increase opportunities for learning, and promote health, safety, and sustainability. Complex issues can be addressed with simple and innovative solutions. They believe technology can be the bridge between the resources available and those in need. The programs they support take advantage of innovative tools to improve society by connecting, educating, and empowering individuals. Join us for the Mobile Fast Pitch session sponsored by the Vodafone Americas Foundation on Wednesday at lunch in the Golden Gate Room.
Tuesday, 11am-5pm Friday, 9am-1pm Innovations in software and hardware technology are transforming global health and wellness. At the Health Innovation Showcase youll meet promising companies demonstrating how technology can offer new solutions in health and medical care delivery and beyond. SOCAP in partnership with the innovative health leader Rock Health is bringing you cutting-edge companies at the intersection of health and technology.
OCEAN INNOVATION SHOWCASE Powered by the David and Lucile Packard Foundation
Wednesday, 12pm-9pm You wouldnt believe how much opportunity for innovation there is in the ocean! So were going to show you. Come by to talk with the entrepreneurs and see creative inventions in aquaculture, sustainable fishing, habitat restoration, and more. This showcase might inspire you to take your next venture out to sea!
The marketplace will be open throughout the conference. This year, through our partnership with Given Goods, weve expanded a marketplace that offers consumers a more meaningful way to shop. Highlighting items that are sustainably sourced with a tangible impact, Given Goods facilitates the discovery of high-quality, stylish products that give back. By curating thousands of products that all make a tangible social impact from tote bags and jewelry to home dcor Given Goods is redefining the consumer retail experience. Featuring both established brands as well as up-and-coming makers, the store is at the confluence of high quality products and the stories behind them. Take a moment to shop around and read the stories of these meaningful companies, and maybe bring home some gifts or souvenirs!
CLEAN COOKING INNOVATION SHOWCASE Powered by the Global Alliance for Clean Cookstoves
Thursday, 9am-5pm You might be aware that there is a worldwide effort underway to address an issue that impacts nearly half the worlds population: inefficient and dangerous cooking methods and their negative impact on health and safety, the environment, and livelihoods. What we often dont know is which solutions can make the most impact, and how to make those solutions commercially attractive for both businesses and consumers. In light of the 4 million people who lose their life annually due to the seemingly simple task of cooking a meal, SOCAP and the Global Alliance for Clean Cookstoves are partnering to reframe the cooking conversation. 20
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CHRIS FISHER (U.S.) Fisher Recycling, LLC KEITH FLETT (U.S.) Open Ocean Trading, LLC ADAM FONG (U.S.) Center for New Music San Francisco, Inc. MINNIE FONG (U.S.) Fresh Picks Meals KIRSTEN GAGNAIRE (U.S.) Mobile Alliance for Maternal Action (MAMA) DEBRA GITTLER (El Salvador) ConTextos CAMERON GOLDIE-SCOT (Netherlands / Kenya) Musoni BV PAUL GOODMAN (U.S.) Acopio JASON GRAY (Canada) SunFarmer / SunEdison Rural Energy Fund JOS HILL (U.S.) Olazul Ornamentals BAS HOEFMAN (Netherlands) Text to Change GENE HOMICKI (U.S.) myTurn FATOU JANHA MBOOB (U.S.) TRY Oyster Womens Association HAILE JOHNSTON (U.S.) Common Market NEHA JUNEJA (India) Greenway Grameen Infra ELLI KAPLAN (U.S.) Neurotrack ROBERT KARIMI (U.S.) The Peoples Cook MEGAN KASHNER (U.S.) Benevolent MANMEET KAUR (U.S.) City Health Works BRUCE KEITH (Dominican Rebublic) Dominican Renewables STEPHEN KIMIRI (Kenya) Sokoshambani DAN KLEINBAUM (U.S.) Beyonic ERIN KOEHLER (U.S.) Kinsa Inc. CYNTHIA KOENIG (U.S.) Wello Water SAUMYA KRISHNA (Canada) Youth Social Innovation Capital Fund ABHINAV KUMAR (India) Evomo Research and Advancement Pvt. Ltd. DAVID LANG (U.S.) OpenROV DUNE LANKARD (U.S.) Eyak Preservation Council JAE RHIM LEE (U.S.) COEO Pod / Innity Burial Project SAMANTHA LEE (U.S.) Village Fishmonger AMY LOCKWOOD (U.S.) RIVET KRISTOFOR LOFGREN (U.S.) Bamboo Sushi
JASON LOYET (U.S.) Solar Site Design REBECCA LUJAN LOVELESS (U.S.) Communities First Association ANTOINNE MACHAL-CAJIGAS (U.S.) AltruHelp JAYDEEP MANDAL (India) Aakar Innovations Pvt. Ltd NARCISSE MBUNZAMA LOKWA (Democratic Republic of Congo) Mobile Agribusiness GOURI MIRPURI (Indonesia) The Learning Farm SRIKUMAR MISRA (India) Milk Mantra KENETH MITAMBO (Kenya) ECOS (Energy Conserving Stove) IAN MONROE (U.S.) Oroeco Inc. MARK MOORE (U.S.) MANA Nutrition MATTHEW MOORE (U.S.) Digital Farm Collective DONNA MORTON (Canada) Sundrum CHIE MURAKAMI (Japan) Peace Diamonds Co. Ltd. RICK NAHMIAS (U.S.) Food Forward OLIVIA NAVA (U.S.) Juabar Design DAVID NKWANGA (Uganda) Adapt Plus JAMES NYAGA (Kenya) Icoal Concept Ltd. JASON OBERFEST (U.S.) Mango Health FEMI OYE (Nigeria) SMEFUNDS JASON PANDA (U.S.) b condoms DARIN PETERSON (U.S.) The Simple Way FRANCESCO PIAZZESI (Mexico) chale! a Tu Casa BRADLEY PIERIK (Canada) Twothirds Water KALIMAH PRIFORCE (U.S.) Qeyno Labs SAIF RASHID (Bangladesh) JITA Bangladesh Ltd. JAGDISH REPASWAL (India) MangoSense Technologies ERIC REYNOLDS (Rwanda) Inyenyeri - A Rwandan Social Benet Company GUILHERME SANTA ROSA (Brazil) Fbrica de Aplicativos SUJAY SANTRA (India) iKure Techsoft (P) Ltd. ROBBIE SCHINGLER (U.S.) Planet Labs Inc. SHARON SCHNEIDER (U.S.) Moxie Jean PETER SCOTT (U.S.) BURN Manufacturing Co. PATRICIA SENDIN (U.K.) Send_aCity Ltd.
AMY SHENG (U.S.) Cellscope BRITTANY SIMS (Cambodia) ARTillery Organics Cambodia VINEET SINGAL (U.S.) Anjna Patient Education KARAN SINGH (U.S.) Ginger.io BREN SMITH (U.S.) Thimble Island Oyster Company ERIC SORENSEN (Haiti) Carbon Roots ANDREE SOSLER (U.S.) Potential Energy, Inc. LEAH SPARKS (U.S.) Wildower Health ANU SRIDHARAN (India) NextDrop MELANIE ST.JAMES (U.S.) 1PIE Technologies LAURA STACHEL (U.S.) WE CARE Solar ANIM STEEL (U.S.) Real Food Generation EMILY STONE (Belize) Maya Mountain Cacao Ltd. WENDY STRGAR (U.S.) Good Clean Love IOANNIS TARNANAS (Switzerland) Alterniity PAUL TASNER (U.S.) PulpWorks, Inc. DAVID TAUMOEPEAU (U.S.) ManaFuel ROBERT TERRY (U.S.) Smart Catch Technologies, LLC TRANG TRAN (U.S.) Fargreen JON UNDERWOOD (U.S.) CloudPay PEDRO VALDEOLMILLOS (U.S.) BlooSee NICK VILELLE (U.S.) CAUSE - The PhilanthroPub MIROSLAV VRANKIC (Croatia) E-GLAS EVAN WALDEN (U.S.) ReWork LAURA WEIDMAN POWERS (U.S.) CODE2040 HUGH WHALAN (Ghana) Persistent Energy Ghana MANUEL WIECHERS (Mexico) Ilumxico BENJE WILLIAMS (Pakistan) Setu Institute JANE WILSON (U.S.) The Reset Foundation DAVID WISTOCKI (U.S.) Ambrosia Global KATHLEEN WRIGHT (U.S.) Collaborative Group DANIEL ZOUGHBIE (U.S.) Microclinic Internationa You can see the complete list of the entrepreneurs on our conference networking site (socap12.pathable. com/#page/SE). There are also lists of this years featured entrepreneurs in the Innovation Showcase and Marketplace. We are so glad to welcome them all to the SOCAP family of entrepreneurs.
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On behalf of the entire Content Team, I hope you enjoy SOCAP13. If you dont have trouble choosing from multiple sessions you want to attend at least once this week, then I havent been doing my job.
SOCAP: HEALTH
Investing in Health and Well-Being
SOCAP: OCEANS
Investing in the Link between People & Planet In Partnership with the David and Lucile Packard Foundation
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SOCAP: COMMUNITIES
Place-Based Innovation and Development
SOCAP: Communities explores place-based innovation and development through providing examples of multidimensional, multi-stakeholder solutions that are applied in communities to generate an economy for good. In a progressively more global and transient society, creating grounded and stable communities is a signicant endeavor.
Whether sharing our stories as entrepreneurs or leading others to support our mission, meaning is central to our work. We explore spiritual and non-spiritual aspects of meaning and money, creating community, inspiring others to join our cause, and addressing the challenges of staying the course as we tackle big social problems.
Impact Ontario: March 18, 2014 In Toronto, Ontario, Canada A partnership between SOCAP, MaRS Centre for Impact Investing, and the Government of Ontario, supported by RBC, Impact Ontario will feature world-leading Canadian investors and intermediaries, world-changing social ventures and a host of international stakeholders.
SOCAP: OPEN
This year SOCAP opened up. We invited all of you to participate in planning this special convening. Since our inaugural event in 2008, SOCAP has always been built from the collective ideas, stories, and knowledge of our global community. SOCAP: Open is a new platform to more directly harness this collective wisdom. Open allowed anyone with an internet connection to submit, vote for, and comment on sessions you wanted to see at SOCAP13. This was our rst formal experiment in participatory conference planning. 120+ submissions, hundreds of comments, and thousands of votes later, our faith and appreciation for this special community has only grown. Not only did the submissions from SOCAP: Open help shape the content coming directly from our program team (three different sessions from SOCAP: Open were lifted by track leads who saw them as an integral part of their tracks story), we saw you all collaborate, merge sessions, and advocate for each others work. Thank you! In the end, roughly 20% of this years content is coming directly from SOCAP: Open, with 25 sessions coming through to the conference as winners. So, please accept our hearty thank you to everyone who participated in any way shape or form. And a special thank you to our advisory team who thoroughly and thoughtfully supported the judging process: Nick Aster and Jen Boynton (both of Triple Pundit), Lisa Richter of GPS Capital Partners, LLC, and Kari Gray of Impact Hub.
At SOCAP13, Impact Ontario is showing up to highlight one sector, the burgeoning ed tech space in Ontario where 200+ self-identified ed tech startups cohabit with a venture fund space that has increased threefold in the past 3 years in a $1 trillion education market. Approximately 10 years ago the Ontario Government invested in creating 14 Regional Innovation Centres (RICs) across the province to support innovators to turn great ideas into globally competitive products and services. Now, Ontarios entrepreneurial ecosystem is booming. A highlight of Impact Ontario will be an Impact Venture Fair for local and international investors seeking high quality, high potential impact investment opportunities spanning sustainable food, clean technology, affordable housing, education, and enterprises employing or supporting persons facing barriers to success. Join us in what is sure to be one of the most energy-packed gatherings of 2014 in Toronto: Impact Ontario!
SOCAP: FAITH
In the United States, no important social change has been accomplished without the active involvement of faith leaders: from the emancipation of slaves to womens suffrage to gay rights. We are exploring the continuation of this historical trend of effective change and are gathering a cohort of faith leaders imams, rabbis, ministers, and priests who will be traveling throughout SOCAP13 together and looking to create the good economy in their faith communities when they go home.
SOCAP: INVESTING
Impact Investing and Philanthropy
We bring the latest research on impact investing best practices gleaned from experience, as well as new initiatives from both newcomers and experienced participants. We explore innovations in approaches and infrastructure, as well as lessons learned, and even some exits that preserve mission and impact. We look at approaches both generally and using examples within sectors such as Health.
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WELCOME
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TUESDAY, SEPTEMBER 3
9:00 AM
REGISTRATION OPENS Registration Desk THINK BIG Meaning Tent (Simulcast in Money Tent) Sam Duncan / Leapfrog Investments
TUESDAY, SEPTEMBER 3
4:00 PM / PLENARY SESSION
THE DOCTOR IS OUT: HEALTH HAPPENS WHERE YOU LIVE, LEARN, WORK, AND PLAY Meaning Tent (Simulcast in Money Tent) SOCAP Health Douglas Jutte / University of California Berkeley School of Public Health LISTENING TO THE LOCAL: MAKING AN IMPACT THROUGH UNDERSTANDING THE COMMUNITY AND THE ECOSYSTEM Meaning Tent (Simulcast in Money Tent) SOCAP Communities Mark Beam / Halloran Philanthropies David Leventhal / Playa Viva Resort Abigail Sarmac / The Lemelson Foundation MAPPING THE BLUE MARKET: OPPORTUNITY AND THE NEW OCEANS ECONOMY Meaning Tent (Simulcast in Money Tent) SOCAP Oceans Cheryl Dahle / Future of Fish Jeff Leifer / Circadian Media Lab David McConville / Worldviews Network
2:15 PM
BREAK Impact Hub @ SOCAP
3:45 PM
BREAK Impact Hub @ SOCAP
INDIGENOUS CULTURE & HEALTH 60 Minute Session / Money Tent SOCAP Communities Scientic research says that when a number of indigenous speakers within a community reaches 50%, suicide goes to near 0 in a tribe. The link between cultural revitalization and health is powerful; we can learn from indigenous cultures how to live healthy lives. a lehu Anthony / Oiwi TV Na Tom Hatley / The Center for Native Health Donna Morton / Principium Kevin Jones / SOCAP (moderator)
5:15 PM
BREAK Impact Hub @ SOCAP
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SESSION DESCRIPTIONS
33
TUESDAY, SEPTEMBER 3
ALL HANDS ON DECK: THE BUSINESS OF LIFE AT SEA 60 Minute Session / Golden Gate SOCAP Oceans Life on a shing boat: its more Deadliest Catch than The Love Boat. Fisher poets and storytellers set the scene, with true tales of seafaring and the daily battles with nature and technology that make transparency and sustainability a challenge. Hope is at hand, though. Innovators and market solutions are stepping in to help bridge the gaps in the supply chain and make the ocean-based economy safer, more sustainable, and more investible. Andrew Bassford / IPNLF (International Pole and Line Foundation) Maria Finn / Author Keith Flett / Open Ocean Trading Rob Seitz / Fisherman Robert Terry / Smart Catch Technologies LLC Cheryl Dahle / Future of Fish (moderator)
WEDNESDAY, SEPTEMBER 4
7:30 AM
BREAKFAST Impact Hub @ SOCAP
10:30 AM
BREAK Impact Hub @ SOCAP
MAKING WAVES IN CALIFORNIAS BLUE ECONOMY 60 Minute Session / Money Tent SOCAP Oceans SOCAP Open The multi-trillion dollar ecosystem services provided by the ocean are at risk from overshing, pollution, coastal sprawl, and climate change. But in California many of these issues are being effectively addressed through public engagement and private investment in the states massive blue economy. This panel will reect the diverse and enterprising interests that make California a world model for both economic and technological innovation as well as marine conservation. Jenifer Austin-Folkes / Google Ocean Program Jason Scorse Ph.D / Center for the Blue Economy Monterey Institute of International Studies Liz Taylor / Deep Ocean Exploration and Research (DOER) David Helvarg / Blue Frontier Campaign (moderator) DISRUPTIVE INVESTING IN HEALTH 60 Minute Session / Southside Theater SOCAP Health SOCAP Investing U.S. per capita health care expense far exceeds its developed nation peers, while its outcomes lag and show persistent disparity by income and ethnic group. Impact investors are backing disruptive innovations that are improving health access, quality, and outcomes, while often significantly reducing cost. How are investors sourcing their deals? What is the pathway for entrepreneurs who are generating the deals? How can we accelerate needed innovation? Meredith Barrett / Asthmapolis Pablo Bravo / Dignity Health Margaret Laws / California Healthcare Foundation Lisa Richter / GPS Capital Partners (moderator)
6:30 PM
FREE PLAY Explore San Francisco! Theres no content scheduled this evening so that on your own or with others you can feel free to choose your own adventure in this beautiful city.
Cathy Clark / Center for Advancement of Social Entrepreneurship (CASE) at Duke Universitys Fuqua School of Business Jed Emerson / ImpactAssets Ben Thornley / Insight at Pacic Community Ventures
THE ROLE OF GOVERNMENT IN IMPACT INVESTING Jonathan Greenblatt / White House Ofce of Social Innovation and Civic Participation Matt Bannick / Omidyar Network
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SESSION DESCRIPTIONS
35
WEDNESDAY, SEPTEMBER 4
BUILDING MARKETS: SCALING UP THE IMPACT OF SOCIAL CAPITAL 60 Minute Session / BATS Theater SOCAP Investing Explore ways to achieve scaled impact by taking a broader, markets-based approach to deploying social capital. This means looking beyond the venture level to strengthen supply chains, improve sector-wide knowledge, and take other steps to support growth across a whole market. Following on last years Blueprint to Scale session, this panel benets from research for Monitor Deloittes forthcoming Building Markets study. Other panelists will share experiences from different sectors and marketbuilding approaches. Amy Klement / Omidyar Network Harvey Koh / Monitor Deloitte Gina Lagomarsino / Results for Development Institute Lisa Monzn / The David and Lucile Packard Foundation Louis Boorstin / Independent Consultant (moderator) ORGANIZING FOR CHANGE 60 Minute Session / 260C SOCAP Meaning Who is acting as the lobbyist for the economy of our great-grandchildren? What role does mobilizing social change and advocacy play in the new economy? Who will be the organizers for a marketplace that generates positive outcomes for all people and all places? This session will explore the role of advocacy and mobilization by learning from those who have dedicated their lives to catalyzing social movements. Lisa Sharon Harper / Sojourners Betsy Hoover / 270 Strategies Beth Strachan / Metropolitan Group Tim Soerens / Parish Collective (moderator) IMPACT INVESTING AND SPIRITUAL BELIEF: BREAKING THE CYCLE OF PERSISTENT POVERTY 60 Minute Session / Fleet SOCAP Meaning SOCAP Investing Every great religious tradition is built upon the belief that success and personal accomplishment are sought not for power, but rather for a greater good. We believe you can extend this tradition to create new economic models of prosperity by leveraging both human and nancial capital. This panel will discuss how the intersection of impact investing and spiritual belief can create enterprises that help break the cycle of persistent poverty. Radha Basu / Anudip Foundation John Bloom / RSF Social Finance Sal Giambanco / Omidyar Network Ricardo Levy / Author Barbara Sargent / Kalliopeia Foundation Thane Kreiner / Santa Clara University (moderator) WHAT DOES THE LEAN STARTUP LOOK LIKE FOR THE SOCIAL SECTOR? 60 Minute Session / Marina SOCAP Open What happens you take a popular methodology from the tech world, and apply it to social good organizations? In this panel well explore ways the social sector can use Lean Startup principles to help achieve their social mission. Well hear from leaders from non-prot, social enterprise, and foundations, to learn about how theyre using Lean, and youll learn the keys to using these principles with your own team. Neil Derick Debevoise / Inspiring Capital Christie George / New Media Ventures Megan Kashner / Benevolent Leanne Pittsford / Lean Impact (moderator)
WEDNESDAY, SEPTEMBER 4
BIG DATA FOR BIG IMPACT: SCALING A NEW TYPE OF PHILANTHROPY 60 Minute Session / 370C SOCAP Open SOCAP Investing The potential of Big Data to create social impact is immense. In this discussion, we will explore how social capital practitioners can leverage this new movement by looking for: ways to demystify Big Data for social capital practitioners; effective open source infrastructure and governance mechanisms to enable higher proliferation of Big Data for impact; and levers to encourage greater collaboration around Big Data in the social capital industry. Harsha Angeri / Bosch India Daniel Newman / MapLight Robbie Schingler / Planet Labs Gary Wolf / Quantied Self, Wired Nisha Dutt / Intellecap (moderator)
WHY CARE ABOUT SUBSIDIES? 60 Minute Session / Firehouse SOCAP Wildcard Government subsidies in various forms affect our ability to accelerate the Good Economy sometimes helping, sometimes hindering progress, whether as investors or entrepreneurs. Panelists will use examples of subsidies in action across multiple sectors, and discuss how to frame when subsidies should be used, and when to eliminate them, and the role that we can play in advancing a good economy framework. Gar Alperowitz / University of Maryland Mary Berry / The Berry Center Ginger Lew / Enduring Hydro, Former White House Advisor David Levine / American Sustainable Business Council Mark Newberg / 5 Stone Green Capital (moderator)
FRAMEWORK FOR DEVELOPING AND LOCALIZING INNOVATION ECOSYSTEMS 60 Minute Session / Golden Gate SOCAP Communities An overall approach for building innovation ecosystems ranges from policy setting to mentoring programs, nancing, and design thinking. Panelists will present their experiences of how this ecosystem framework should be adapted to local contexts based on resources available. The panel will include examples from a broad set of regions including the U.S. and emerging market countries, and the lessons learned from each context. Loc Comolli / NESsT Abigail Sarmac / The Lemelson Foundation Arjuna Costa / Omidyar Network (moderator)
NEW FRONTIERS IN AQUACULTURE 60 Minute Session / 362C SOCAP Oceans New methods and technologies for farming sh are breaking the way for sustainable aquaculture with exciting potential. As wild sheries reach their maximum annual output, the development of responsible sh cultivation is critical. This new wave of aquaculture, which innovates away from the negative side effects, holds promise for global future food security and community resilience. Kenny Belov / TwoXSea and FISH Restaurant Katherine Bostick / Fair Trade USA Dr. Phillip David / SweetSpring Salmon Zack Porter / Proteus Environmental Technologies Mike Velings / Aqua-Spark
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SESSION DESCRIPTIONS
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WEDNESDAY, SEPTEMBER 4
FORGING A PATHWAY TO COLLABORATIVE FINANCE IN MEDICAL RESEARCH 60 Minute Session / 205C SOCAP Open SOCAP Health Donor fragmentation has posed a pervasive challenge across philanthropic initiatives. Whereas focusing on investment coordination has improved many fields, medical research investing still remains disorganized. The emergence of medical venture philanthropies has streamlined the funding of much-needed therapies; however, the progressive practices of this minority of innovators have yet to permeate the broader investment community. How can we better coordinate donations and investments in medical research in order to create fluid finance pipelines across diseases? Keting Chu / Leukemia and Lymphoma Society Miyoung Chun / The Kavli Foundation Melissa Stevens / FasterCures (moderator)
WEDNESDAY, SEPTEMBER 4
12:15 PM / PARALLEL SESSIONS
MOVING BEYOND THE PIONEERS 60 Minute Session / Meaning Tent SOCAP Investing A group of individuals discuss why theyre investing for impact, and how theyre working to attract more investors and more assets, each in different ways. Jean Case / Case Foundation Ron Cordes / Cordes Foundation Jim Sorenson / Sorenson Impact Foundation Katherine Fulton / Monitor Deloitte (moderator) HOW BIG DATA IS ENABLING INNOVATIVE APPROACHES TO IMPROVING HEALTH AND WELLNESS 60 Minute Session / Southside Theater SOCAP Health Organizations on the leading edge of health and data will delve into new ways data is being collected, de-identied and shared to advance health and medical care. Learn more about the potential benets and stumbling blocks for using big data in health for good, including examples from an integrated care provider, NGO, and entrepreneur. Chris Fulcher / Center for Applied Research & Environmental Systems (CARES), University of Missouri - Columbia Michael Johnson / Utility for Care Data Analysis, Kaiser Permanente Tyler Norris / Center for Total Health, Kaiser Permanente Jean Nudelman / KP NCAL Community Benefit Programs, Kaiser Permanente Karan Singh / Ginger.io HEALTHY OCEANS, HEALTHY COMMUNITIES 60 Minute Session / Golden Gate SOCAP Oceans SOCAP Health The well-being of our communities is directly related to the health of our oceans. For coastal communities, a thriving ocean can provide essential services through food commerce and recreation. This panel will investigate people and programs that connect people to the ocean, whether through the humble vehicle of a nutritious seafood dinner or a nationwide prescription to eat more anchovies. Saving the oceans goes hand-in-hand with preserving our own well-being. Patricia Majluf / Centre for Environmental Sustainability, Cayetano Heredia University Micah McCarty / First Stewards Barton Seaver / Center for Health and the Global Environment at the Harvard School of Public Health Cheryl Dahle / Future of Fish (moderator)
A NUN, A PRIEST, A BANKER, AND A PHILOSOPHER 60 Minute Session / Money Tent SOCAP Meaning Even when we know we need to connect our money to our values, we dont always do it. We make choices every day to do the right thing ... or not. Join this session as our panelists explore why doing the right thing is sometimes not what we do. And how we can do better. Jodi Halpern / UC Berkeley School of Public Health Sister Lillian Murphy / Mercy Housing Tim Mitchell / Church of the Advent, Louisville, KY Vince Siciliano / New Resource Bank David Erickson / Federal Reserve Bank of San Francisco (moderator)
11:45 AM
BREAK Impact Hub @ SOCAP
FINDING DEALS AND FINDING CAPITAL IN THE OCEANS SECTOR 60 Minute Session / BATS Theater SOCAP Oceans SOCAP Investing Are there enough deals in the Oceans Sector to build a portfolio? Finding deals and finding capital for ocean sustainability can be challenging, however, several innovative funds and projects have developed to fill this gap. The lessons learned from these experiences can be applied to any expanding impact sector and will help impact investors and entrepreneurs with interest in oceans to find investable deals and partners. Richard Clime / Coastal Enterprises, Inc (CEI) Phoebe Higgins / Environmental Defense Fund Neel Inamdar / Fund Manager Monica Jain / Fish 2.0 Lisa Monzn / The David and Lucile Packard Foundation (moderator)
FROM OAXACA TO PERU: CASE STUDIES OF LOCAL INNOVATION ECOSYSTEMS 60 Minute Session / 260C SOCAP Communities This panel will present two case studies of successful place-based ecosystems that have been developed to foster social innovation. One of the case studies is from Peru, a country with one of the lowest invention indices in the world, where NESsT is working with multiple stakeholders to foster local investment and talent development for innovation. The other case study is from Oaxaca, Mexico, where Halloran Philanthropies uses a city-wideapproach to promote social innovation and entrepreneurship. Mark Beam / Halloran Philanthropies Mnica Vsquez del Solar / NESsT Liz Ogbu / Center for Art and Public Life at California College of the Arts (moderator)
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SESSION DESCRIPTIONS
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WEDNESDAY, SEPTEMBER 4
THE GOOD ECONOMY: WORKING WITH AND WITHOUT SUBSIDIES 60 Minute Session / Firehouse SOCAP Wildcard Building on the Why Care about Subsidies? session at 10:45, this session goes deeper into subsidies at work, both as opportunities and barriers. Interact with experts as they dig into sector-specific questions and examples participants have. Intended to be a highlyinteractive session, this session allows participants to get into opportunities to leverage subsidies at work, and to identify areas for policy advocacy. Gar Alperowitz / University of Maryland Mary Berry / The Berry Center Ginger Lew / Enduring Hydro, Former White House Advisor Chris Lunt / U.S. Department of Health & Human Services Mark Newberg / 5 Stone Green Capital David Levine / American Sustainable Business Council (moderator) HIGH GROWTH PARTNERSHIPS BETWEEN SOCIAL ENTERPRISES AND GLOBAL CORPORATIONS 60 Minute Session / Marina SOCAP Wildcard The panel will present and highlight examples of successful partnerships between corporations & social enterprises that have led to rapid growth and scaling of impact. Panelists from both corporate and social enterprise perspectives will discuss the partnerships successes, how the collaboration developed, key challenges encountered, lessons learned, and best practices for others to learn from. Hortensia Contreras / Grupo Bimbo Nobuyuki Otsuka / Inter-American Development Bank Adam Park / Exponent Partners Jenny Everett / ANDE (moderator) FOR UNACCREDITED INVESTORS ONLY: WHAT IMPACT INVESTING MEANS TO THE REST OF US 60 Minute Session / 362C SOCAP Open SOCAP Investing What would happen if impact investments existed for every American, not just accredited investors? A short presentation on the latest in impact investments for unaccredited investors will preface a panel of unaccredited investors discussing trends, predictions, and goals for impact investing for everyone. Brahm Ahmadi / Peoples Community Market Billy Parish / Mosaic Casey Dilloway / Community Sourced Capital (moderator)
WEDNESDAY, SEPTEMBER 4
2:45 PM / PARALLEL SESSIONS
PRIMING THE PUMP IN ACTION: A SECTORBASED DISCUSSION ON MOBILE IMPACT 60 Minute Session / Meaning Tent SOCAP Investing Youve heard all the buzz about mobile, whether its m-health, m-agri, or beyond. But these solutions may fail to reach the huge populations they can benet. Join us for a discussion on whats holding back mobile impact and where to nd todays leveraged opportunities for both impact and prot. Continuing the conversation about sector-based approaches to impact investing, Omidyar Networks Matt Bannick will moderate the discussion to show how investors, entrepreneurs, and policymakers can each play their part to grow the industry as a whole. Maya Chorengel / Elevar Equity Corina Gardner / GSMA Faith Sedlin / Range Networks Matt Bannick / Omidyar Network (moderator)
THE EDUCATION INNOVATION CLUSTER IN ONTARIO 60 Minute Session / 370C SOCAP Communities As one of the highest performing education systems in the world, Ontario has emerged over the past few years as a hotbed for social entrepreneurs creating scalable innovations for the education market. Hundreds of tech startups and non-profits are working on ventures focused on innovative pedagogy, systems change, curriculum reform or direct-to-parent applications. In Ontario, forprofit startups and non-profits work together in a tightlyknit cluster, to share resources, advice, and networks. Graeme Barlow / RocketOwl Inc. Gonzalo Riva / Twenty One Toys Krista Jones / MaRS Discovery District (moderator)
1:15 PM
LUNCH Impact Hub @ SOCAP
FAIL LESS, WIN MORE: IMPORTANT LESSONS FROM THE LEAN LAUNCHPAD 90 Minute Session / Fleet SOCAP Wildcard CEOs and managers are adopting strategies from the Lean LaunchPad. Pioneered by Steve Blank, these concepts draw upon insights gained from years of studying how startups thrive or fail. This workshop is not about how to write a business plan. Instead, we will explore new techniques that can help you leapfrog traditional business planning for a more agile approach to business modeling, customer discovery, and teaming that help an enterprise pivot and scale rapidly. Jim Hornthal / LaunchPad Central
FINANCING HEALTH INFRASTRUCTURE IN THE DEVELOPING WORLD 60 Minute Session / Money Tent SOCAP Health SOCAP Investing In most developing countries, health systems cannot adequately cater to the growing demand for medical care due to a critical lack of infrastructure. For instance, Africa has less than one hospital bed per thousand people compared to a global average of 3.6. The paucity of related infrastructure creates a barrier to the effective deployment of resources, public or private. The panel will explore how to mobilize impact investment to bridge the gap in critical health infrastructure. Monique Dolng / Medical Credit Fund Richard Greenberg / Overseas Private Investment Corporation (OPIC) Mirza Jahani / Aga Khan Foundation-USA Jenny Yip / Bill & Melinda Gates Foundation John Simon / Total Impact Advisors (moderator)
1:30 PM
MOBILE FAST PITCH SPONSORED BY VODAFONE AMERICAS FOUNDATION 60 Minute Session / Golden Gate Weve brought back our successful Mobile Fast Pitch lunch session this year in partnership with Vodafone Americas Foundation! Join us to see 6 rapid-fire presentations by game-changing mobile solutions poised for tremendous impact and growth.
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SESSION DESCRIPTIONS
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WEDNESDAY, SEPTEMBER 4
THE ROLE OF IMPACT INVESTMENTS IN CREATING A SCALABLE ENVIRONMENTAL SERVICES MARKET THE ROGUE RIVER EXAMPLE 60 Minute Session / Southside Theater SOCAP Investing Environmental services markets have a long history, but sometimes a not-so-happy story. On a planet facing limits, there is a sense of urgency that we need to get this going and there are actually $100s of millions in transactions happening. Using the experience of The Freshwater Trust as a touch point, this session explores the premarket requirements with agency partners and the role of philanthropic capital and impact investments in bringing the evolving environmental services market to scale. Ben Grumbles / U.S. Water Alliance Ann Mills / U.S. Department of Agriculture Susan Phinney Silver / The David and Lucile Packard Foundation Joe Whitworth / The Freshwater Trust Dan Winterson / Gordon and Betty Moore Foundation Dave Chen / Equilibrium Capital (moderator) ARE YOU MISSING AN OPPORTUNITY? U.S. COMMUNITY DEVELOPMENT FINANCING FOR HEALTHY COMMUNITIES 60 Minute Session / Golden Gate SOCAP Investing SOCAP Health The U.S. Community Development nancing industry has been alive and well for years, but impact investors and entrepreneurs may not be aware of the potential. Hear from participants who have made the partnership work, as they describe examples of how they apply best practices and leverage policy to create healthy communities, including new opportunities through the Affordable Care Act. Nancy Andrews / Low Income Investment Fund Keith Bisson / CEI Cynthia A. Parker / Bridge Housing Calvin Holmes / Chicago Community Loan Fund (CCLF) John Moon / Federal Reserve Bank of San Francsico (moderator) STRUCTURING FUNDS, SHAPING MARKETS, DELIVERING IMPACT: OPPORTUNITIES AND CONSTRAINTS IN DESIGNING IMPACT FUNDS 120 Minute Session / Firehouse SOCAP Oceans SOCAP Investing How might we design funding structures that could provide cost-effective, timely, and appropriate types of capital to marine-based businesses? Other impact sectors offer lessons, challenges, and opportunities that can be learned from to build scalable investment fund mechanisms for the ocean. Join us to discuss where the market is aligned or not aligned, and what changes are required on the fund side to more efciently aggregate and deploy capital in the developing ocean marketplace. Neel Inamdar / Fund manager (moderator)
WEDNESDAY, SEPTEMBER 4
MORE THAN MCDONALDS: THE OPPORTUNITY TO FRANCHISE HEALTHCARE 60 Minute Session / Marina SOCAP Open SOCAP Health Can health care in the developing world be transformed by the methods that made McDonalds succeed? Franchising may be a dirty word in developed markets, but its benets of quality control, brand recognition, standardization, and cost control are sorely needed in emerging markets. From maternal hospitals to vision care, family planning to community health, our panel of pioneers is harnessing the power of franchising to improve access to health products and services among those most in need. Patricia Atkinson / Marie Stopes International Peter Eliassen / VisionSpring Karl Hofmann / Population Services International (PSI) Karen Pak Oppenheimer / World Health Partners Nick Pearson / Jacaranda Health Chuck Slaughter / Living Goods (moderator) CRACKING THE CORPORATE NUT: NAVIGATING BOTTLENECKS & CHALLENGES OF WORKING WITH GLOBAL CORPORATIONS 60 Minute Session / 370C SOCAP Wildcard Learn how impact investors, social enterprises, foundations and development organizations can better collaborate with corporations. Panelists from corporations and their private sector advisors will discuss how they have successfully navigated the corporate hierarchy to develop cuttingedge initiatives that align core business objectives with impact, what programs or approaches have gotten traction internally and why, and where they have faced internal bottlenecks around working with social enterprises, impact investors, and development organizations. Scott H. Flood / Lakeland Ventures Development Patricia Chin-Sweeney / I-DEV International (moderator)
THE AFFORDABLE CARE ACT: OPPORTUNITIES AND PITFALLS FOR INNOVATION AND INVESTMENT 60 Minute Session / BATS Theater SOCAP Health SOCAP Investing The Affordable Care Act represents the largest transformation of the American health and medical care industry in threequarters of a century. What exactly is Obamacare and what is it not? With $2.7 trillion dollars in annual spending at stake, this panel will explore the nooks and crannies of the Affordable Care Act and highlight the substantial opportunities, as well as potential pitfalls, that exist for innovators and investors within this complex and sweeping legislation. Margaret Laws / California HealthCare Foundation Chris Lunt / U.S. Department of Health & Human Services Steven Shortell / University of California Berkeley School of Public Health Brian Smedley / Joint Center for Political and Economic Studies Peter Long / Blue Shield of California Foundation (moderator) 42
SOCAP13 / CONFERENCE GUIDE
PLACE MATTERS: WHY RESILIENT LOCAL ECONOMIES ARE MORE IMPORTANT THAN EVER 60 Minute Session / 260C SOCAP Meaning SOCAP Investing One of the most direct ways to create a new economy is to begin right where we are. By investing in our neighborhoods, cities, and bioregions, a movement is growing that connects social capital with nancial resources. Join these pioneering leaders who are curating 21st century opportunities for empowering our local economies and creating a resilient future. James Frazier / Local Investing Resource Center Jenny Kassan / Cutting Edge Capital Rachel Maxwell / Community Sourced Capital Vince Sicilano / New Resource Bank Andrew Rodriguez / Domestic Markets Scout (moderator)
THIS IS IMPACT INVESTING: THE INNER WORKINGS OF 15 OUTSTANDING FUNDS AND THE PRACTICES THEY SHARE 120 Minute Session / Fleet SOCAP Investing We need to rethink everything about successful impact investing: from our understanding of the eld, to the way we measure success, and the roles of public, philanthropic, and mainstream nancial players. Researchers will facilitate an indepth, case study-driven exploration of the myths presented on the plenary stage. The session will be highly interactive, including opportunities for extensive audience participation. The session will be oriented to experienced impact investors. Mildred Callear / SEAF Maya Chorengel / Elevar Equity Cathy Clark / Center for Advancement and Social Enterprise (CASE) at Duke University, Fuqua School of Business Jed Emerson / ImpactAssets Paula Goldman / Omidyar Network Ted Levinson / RSF Social Finance Jennifer Pryce / Calvert Foundation Vineet Rai / Aavishkaar Ben Thornley / InSight at Pacic Community Ventures
SESSION DESCRIPTIONS
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WEDNESDAY, SEPTEMBER 4
400PPM OF CO 2 AND STILL RISING NOW WHAT?
60 Minute Session / 362C SOCAP Open SOCAP Meaning How are our family, friends, and community going to survive the increasingly likely coming global meltdown? We will look unflinchingly at the elephant in the room: huge superstorms, extensive water and food production disruptions, epidemics, and collapse of financial, governmental, and social systems. Then through a guided exercise, well talk about strategies to confront and manage risk. Finally, we will discuss what leadership looks like in a VUCA (Volatile, Uncertain, Chaotic, Ambiguous) environment. Jamais Cascio / Institute for the Future Madeleine Lansky, MD / UCSF Department of Psychiatry and San Francisco Center for Psychoanalysis Jessica Margolin / Actionable Analysis CROSSING THE CHASM IN IMPACT INVESTING: FROM EARLY ADOPTERS TO MAINSTREAM PRACTICE 120 Minute Workshop / TBD SOCAP Investing An interactive workshop on how to move from early adopters to mainstream acceptance in impact investing, this session will address questions such as: What is the pitch to investors? Do we need a new rallying cry? What needs to be built within the ecosystem? Most importantly, how can we move from talk to action? Sean Greene / Case Foundation Sonal Shah / Case Foundation
WEDNESDAY, SEPTEMBER 4
4:00 PM / PARALLEL SESSIONS
DOING WELL BY DOING GOOD: WAYS OF INVESTING IN GLOBAL HEALTH 60 Minute Session / Meaning Tent SOCAP Health SOCAP Investing The global health investment landscape is undergoing remarkable changes. Traditional government funders, critical to taking interventions to scale, are making crosssectoral partnerships to solve global health challenges. Corporations, foundations, and impact investors invest in innovative, sustainable, and replicable solutions that when proven effective attract government funding, which can then provide continuity and take solutions to scale. Panelists will discuss their roles in this new era of investment and opportunities for pioneering and leveraging these investments. Wendy Taylor / USAID TBA / Acumen Fund TBA / Bill & Melinda Gates Foundation TBA / Monitor Deloitte TBA / Unilever Foundation Karl Hofmann / PSI (moderator) IMPACT INVESTING IN 2013: THE STATE OF THE FIELD 60 Minute Session / Money Tent SOCAP Investing Impact investing continues to gain momentum and attention in the market. This panel will discuss the state of impact investing including key forces creating the investment opportunity for nancial, social, and environmental return; an overview of the landscape of players; key successes, opportunities, and barriers to scale; as well as an industry outlook. This session is designed for those new to impact investing and those more experienced in the practice. Julia Sze / Sonen Capital Paul Richardson / Renewal Funds Fran Seegull / ImpactAssets (moderator)
SESSION DESCRIPTIONS
PLATFORM COMMUNITIES AS OPPORTUNITIES FOR INVESTMENT AND INNOVATION 60 Minute Session / Southside Theater SOCAP Health SOCAP Investing Where people live has a profound impact on their health. Recognizing the strong link between health and place, this panel highlights early successes in comprehensive neighborhood-based efforts to improve community health. We will discuss specic Platform Communities where the panelists organizations have developed strong ties through years of engaging civic leaders, health institutions, and community-based organizations and by providing capital and capacity-building. These communities provide a foundation for social investors and entrepreneurs to build on. Amy Chung / Living Cities Margaret Gee / Bay Area LISC Tony Iton / The California Endowment Carol Redmond Naughton / Purpose Built Communities Kevin Boes / Local Initiatives Support Corporation (LISC) (moderator)
INVESTING IN WOMEN 60 Minute Session / Golden Gate SOCAP Meaning SOCAP Investing Around the world a common refrain is echoing from just about every sector of society: if we dont invest in women we all lose. These investments will certainly require the investment of our money. But, our time and attention are just as important. As these investments become shared cultural values, a profoundly more hopeful future is possible. Join us for a lively discussion with leaders who are shaping the conversation we need to have. Patricia Farrar-Rivas / Veris Wealth Partners Gina Glantz / Harvard Kennedy School Jennifer John / Criterion Institute Whitney Smith / Girls for a Change Donna Morton / Principium (moderator)
INNOVATIONS IN CAPACITY DEVELOPMENT FOR SOCIAL ENTERPRISES 60 Minute Session / 260C SOCAP Open Those of us who work to help social entrepreneurs scale their ventures and increase their impact must continually innovate our programs in response to a changing landscape. In this panel session, we will look at how our programs have evolved and, more importantly, how they need to adapt to the needs of the next generation of social enterprises. Ross Baird / Village Capital PR Guns Ganapathy / SEED-A Villgro Initiative Andrew Lieberman / Global Social Benet Incubator, Santa Clara University Teju Ravilochan / Unreasonable Institute Cassandra Thomassin / Global Social Benet Incubator, Santa Clara University Drew von Glahn / World Bank Development Marketplace
GOVERNMENT MATTERS: SCALING THE IMPACT ECONOMY 60 Minute Session / BATS Theater SOCAP Open Ever wondered whether government has a role to play in the impact economy? We believe that impact investors , entrepreneurs, and field builders must understand what government can do to grow the space. Please join us for a discussion on specific policy levers at governments disposal and why they matter to you. Ross D. Rocketto / Deloitte GovLab Shrupti Shah / Deloitte GovLab Sonal Shah / Case Foundation Rob Terrin / Deloitte GovLab
3:45 PM
BREAK
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WEDNESDAY, SEPTEMBER 4
VALUING OUR LARGEST NATURAL RESOURCE 60 Minute Session / Marina SOCAP Oceans SOCAP Investing How can we place a monetary value on the myriad benets oceans deliver? Whether shoreline protection provided by an oyster reef, tourism generated by a scenic cove, or the sh habitat provided by a bed of coral, we know that what gets measured matters. Once an ecosystem service has a dollar value, it can be traded, bought, sold, or even nanced. This session looks at opportunities and barriers for using valuation to drive conservation and restoration. Kristofor Lofgren / Bamboo Sushi Katherine Short / F.L.O.W Collaborative James Tansey / ISIS, Saunder School of Business, University of British Columbia Gretchen Daily / Stanford Woods Institute for the Environment, Center for Conservation Biology and Department of Biology, Stanford University (moderator) DUE DILIGENCE: A CRITICAL LOOK AT THE FINER ASPECTS 60 Minute Session / 362C SOCAP Open SOCAP Investing An interactive workshop focused on the importance of effective due diligence in impact investing. Often times, due diligence is not given proper respect and this shortfall causes potential wrong investments. In the session, well look at the importance of sector awareness among service providers, impact funds perspective, differences between mainstream businesses and impact investing, aspects of risk, bottlenecks, opportunities and reviewing beyond spreadsheets. Isabelle Hau / Omidyar Network Audrey Selian / Artha Networks, Artha Initiative Anuj Sharma / ASCo
WEDNESDAY, SEPTEMBER 4
5:30 PM / PARALLEL SESSIONS
GOING DEEPLY LOCAL TO BUILD FOR THE LONG TERM 60 Minute Session / Meaning Tent SOCAP Communities SOCAP Investing PlayaViva (a luxury ecological resort in Mexico) and Farmerline (a platform that increases information access for small hold farmers in Ghana) might seem like odd bedfellows. However, they share the same key design principles of using a mix of technology and anthropology in service of understanding the needs of their respective communities. Supported by local people, these offer a roadmap to long-term benet for people and planet. Alloysius Attah / Farmerline Mark Beam / Halloran Philanthropies David Leventhal / Playa Viva LLC Abby Sarmac / The Lemelson Foundation IMPACT INVESTORS DIPPING A TOE IN THE OCEAN 60 Minute Session / Southside Theater SOCAP Oceans SOCAP Investing Impact investors who have traditionally worked in sectors such as food and agriculture, clean tech, climate change, and poverty reduction discuss how their experiences in these arenas can be applied in the oceans sector. Panelists will discuss what they learned while working with their rst deals in the ocean sector, where they found they could add value, what was surprising, and how their work in the oceans sector compares to work in other sectors. Aaron Enz / Watershed Capital Group Taryn Goodman / RSF Social Finance Monica Jain / Fish 2.0 Beau Seil / Unitus Impact Mike Velings / Aqua-Spark
INNOVATIONS IN LOCAL CAPITAL MARKETS 60 Minute Session / 370C SOCAP Open SOCAP Investing Explore the emerging local capital markets ecosystem and learn how communities can unlock previously inaccessible sources of funding. We will share real-world successes with Direct Public Offerings, local investing networks, local crowdfunding, and more. Whether you are a business owner interested in raising money, or a community member who wants to put more money to work close to home, you will nd plenty of inspiration, tools, connections, and models to take home at this session. Jenny Kassan / Cutting Edge Capital Konda Mason / Impact Hub Oakland Amy Pearl / ChangeXChange NW James Frazier / Local Investing Resource Center (moderator)
5:00 PM
BREAK Impact Hub @ SOCAP
SRI AND ESG INVESTING: BRINGING THE PUBLIC MARKETS TO IMPACT 60 Minute Session / Golden Gate SOCAP Investing Are SRI and ESG investing in the financial capital markets an integral part of impact investing? Join key leaders in exploring how public debt and equity investing can move the dial on the worlds most pressing problems. Steve Falci / Kleinwort Benson Investors Kristin Hull / Nia Community Fund Joe Keefe / Pax World Management LLC Steve Schueth / First Afrmative Financial Network (moderator)
A CAPITAL STORY: LEVERAGING RESOURCES ACROSS THE SPECTRUM 60 Minute Session / Money Tent SOCAP Investing Explore the different types of capital in the impact economy (equity, grants, loans, and beyond), and how they might be layered together, on specic projects, to drive impact forward. Using real world examples, both successful and unsuccessful, we will look at how impact capital has been brought together before, and engage with the audience to discover new ways to leverage it in the future. Cynthia Muller / Arabella Advisors Nancy Pfund / DBL Investors Fran Seegull / ImpactAssets Jackie VanderBrug / U.S. Trust Mark Newberg / 5 Stone Green Capital (moderator)
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SESSION DESCRIPTIONS
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WEDNESDAY, SEPTEMBER 4
TEACHING JOHNNY TO EAT JUNK FOOD 60 Minute Session / 260C SOCAP Communities SOCAP Health Sara Lee Foodservice hawks a whole grain blueberry pancake wrapped around a Jimmy Dean sausage to schools for childrens lunch. The food item that Jon Stewart pokes fun at is made healthy with whole grains and thus suitable for school meals. Fixing school lunch is about more than nutritious food, and its the most direct route to improving the health of the nation. Sarah Fritchner / Louisville Farm to Table Haile Johnston / Common Market Anim Steel / Real Food Generation NEW WORK ECOLOGY: CROSSING THE BOUNDARIES OF PLACE, BEHAVIOR, WORK, AND LIFESTYLE TO TRANSFORM YOUR COMMUNITY 60 Minute Session / Fleet SOCAP Communities 3rd Space, Flexspace, Coworking, Modular, Popup, Making, Collaborative, Creative, Innovative, and Interactive: places that move beyond the simplistic boundary of work and life. Place is more important than ever, not only for building good companies, but for nurturing people and communities. What does this mean for organizations and communities and how do you transform your organization through intentional placemaking towards your mission? Panelists discuss the way theyre designing and investing for engagement and transformation. Cheryl Duvall / Avanc Tim Freundlich / Impact Hub Bay Area Jason Goodman / 3rd Ward Ellie Rogers / Herman Miller FIGHTING POVERTY THROUGH COMMUNITY QUARTERBACKS: HOW SMALL INVESTMENTS IN INTEGRATED, CROSS-SECTOR NEIGHBORHOOD REVITALIZATION CAN YIELD BIG RESULTS 60 Minute Session / 370C SOCAP Health SOCAP Investing Your zip code is more important than your genetic code in determining your health and life chances. But the efforts to improve zip codes / neighborhoods are uncoordinated. Investing in coordinating entities community quarterbacks is the most effective way to harmonize multiple programs and services. A few quarterbacks do this work but they lack capital. Relatively small quarterback investments could leverage existing investments in health, education, affordable housing, and more in powerful new ways with dramatically improved outcomes. Angela Blanchard / Neighborhood Centers Inc. Heather McLeod Grant / McLeod-Grant Advisors John Moon / Federal Reserve Bank of San Francisco Carol Naughton / Purpose Built Communities David Erickson / Federal Reserve Bank of San Francisco (moderator)
WEDNESDAY, SEPTEMBER 4
6:30 PM / PARTY
MAKING WAVES WITH THE BIG BLUE PARTY: IN PARTNERSHIP WITH DAVID AND LUCILE PACKARD FOUNDATION Its time to celebrate our surroundings! Look out over the Bay, enjoy the SOCAP party vibe, and check out the inspiring solutions that entrepreneurs are developing for the worlds oceans - all while dining al fresco at a selection of San Franciscos best food trucks!
OPERATING SYSTEM FOR ENTREPRENEURS IN THE GOOD ECONOMY 60 Minute Session / Firehouse SOCAP Communities Entrepreneurial communities have emerged around the globe, but geographic barriers still exist. Entrepreneurs struggle to connect to people who can help: investors, mentors, customers, and strategic partners. We need an operating system for the good economy. A place to create relationships, build companies, and foster communities with shared purpose around regions, industries, movements, and institutions. Platforms are emerging and the software entrepreneurs building them need to work together to achieve scale. David Bank / ImpactIQ, ImpactSpace Peter Gardner / Startgrid, Inc. Audrey Selian / Artha Networks, Inc. Penelope Douglas / Mission Hub (moderator)
INVESTING IN WORKERS: COOPERATIVES AND EMPLOYEE-OWNED COMPANIES AS HIGH-IMPACT INVESTMENTS 60 Minute Session / Marina SOCAP Open SOCAP Investing Worker and employee-owned companies measurably benefit workers and their communities, have low default rates, and perform better than traditional companies, making them an ideal addition to impact investment portfolios. Given these benefits, why are they barely on the radar of impact investors? Its time they should be. Investments can be direct or through professional funding intermediaries, generally using non-control vehicles including subordinated debt, warrants, preferred equity, and other instruments to be discussed during this panel. Camille Kerr / National Center for Employee Ownership (NCEO) Christopher Mackin / American Working Capital (AWC) Brendan Martin / The Working World
BASICS OF DESIGN 60 Minute Session / 362C SOCAP Wildcard Why is design an important and even essential tool for good causes? What opportunities are created by utilizing design to build a stronger brand and to more effectively communicate stories? This session looks at the role of design and gives examples of how design is being used effectively by those working for a better world. Gopika Prabhu / Elefint Designs
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SESSION DESCRIPTIONS
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THURSDAY, SEPTEMBER 5
7:30 AM
BREAKFAST Impact Hub @ SOCAP
THURSDAY, SEPTEMBER 5
10:30 AM / PARALLEL SESSIONS
U.S. GOVERNMENT DEVELOPMENT FINANCING V. 2.0 60 Minute Session / Meaning Tent SOCAP Communities WHEN YOUR RETURN ON INVESTMENT IS IN LIVES, NOT JUST DOLLARS 60 Minute Session / Money Tent SOCAP Health SOCAP Investing There are ethical issues in all investment decisions, but they are front and center when the choices are about saving and improving lives. What are criteria for investment decisions on both social purpose and nancial return when lives are at stake? Does mission simplify the decision, and what are potential positive and negative unintended consequences of this approach? This session explores those issues. Tim Cofn / Breckinridge Capital Advisors Nicolas Hazard / Groupe SOS Jodi Halpern / UC Berkeley School of Public Health Sister Lillian Murphy / Mercy Housing Amy Ratcliffe / PSI David Erickson / Federal Reserve Bank of San Francisco (moderator) INVESTMENT READY PROGRAMS PUT INTO CONTEXT 60 Minute Session / Golden Gate SOCAP Oceans SOCAP Investing SOCAP Communities Investment ready programs develop entrepreneurial capacity, cultivate resources, bring together networks and experts, and accelerate growth in a place or a sector where impact opportunities have been traditionally difcult to source. The panel will cover programs from Europe, India, and Hawaii, as well as a sector-specic program in sheries. Each program has adapted to include specic cultural, language, or socio-political needs to better serve entrepreneurs and to help investors build impact portfolios that are contextually appropriate. Nikolaus Hutter / Toniic Europe Monica Jain / Fish 2.0 Lisa Kleissner / Hawaii Investment Ready Manas Ratha / Dasra Social-Impact Ross Baird / Village Capital (moderator)
SOCAP Investing This panel will showcase innovative nancial mechanisms being employed by different U.S. government agencies to catalyze long-term economic growth and social impact. Panelists will highlight recently implemented models that work with experienced local partners to provide appropriate products driven by market demand. All of these examples emphasize the expanding role of the U.S. government as an innovative nancer, catalytic actor, and sophisticated partner that is responsive to local needs. Mildred Callear / SEAF (Small Enterprise Assistance Funds) Richard Greenberg / OPIC Mizra Jahani / Aga Khan Foundation U.S.A. Mark Karns / USAID Lisa Hall / Calvert Foundation (moderator)
IS THERE A PLACE FOR EQUITY FINANCE IN LOCAL FOOD SYSTEMS? 60 Minute Session / Southside Theater SOCAP Communities SOCAP Investing Regional food systems are inherently local. Growth does not come from scale, but from replication. Most of these businesses dont lend themselves to traditional equity nancing, but there are opportunities for equity or quasiequity to support local, sustainable operators. Panelists look at several organizational models across the supply chain that may be appropriate for equity investors and get a better understanding for the types of capital that entrepreneurs see as integral to growing their organizations. Lauren Bass / LolaBees Harvest Claire Herminjard / Mindful Meats Kevin Watt / Farmstacker Taryn Goodman / RSF Social Finance (moderator)
CHEAP FOOD: SCALE, IMPACT AND WHAT WILL MAKE A DIFFERENCE? Mary Berry / The Berry Center Sarah Fritschner / Louisville Farm to Table
THE BUSINESS SOLUTION TO POVERTY: CREATING PRODUCTS AND SERVICES FOR THREE BILLION NEW CUSTOMERS 60 Minute Session / 260C SOCAP Wildcard The failure of traditional efforts to end poverty represents an opportunity for entrepreneurs and investors to make money, and to transform the lives of 2.7 billion people by creating jobs and putting more money into their pockets. Paul Polak and his colleagues have been successful helping 20 million people lift themselves out of poverty. Learn about the reasons for optimism, challenges, and basic principles needed to succeed at business development in poor countries. Paul Polak / Windhorse International Mal Warwick / One World Futbol Project Deb Nelson / Social Venture Network (moderator)
10:15 AM
BREAK
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SESSION DESCRIPTIONS
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THURSDAY, SEPTEMBER 5
THE OYSTER OPPORTUNITY 120 Minute Workshop / Firehouse SOCAP Oceans 85 percent of the worlds oyster reefs have disappeared, along with critical services they provide to coastal areas: shoreline protection, water ltration, nutrient removal, and sh habitat. This workshop explores specic design challenges around a set of innovative opportunities for restoring oyster populations. Those opportunities include oyster farming, ecotourism, big data, creative nancing, and shell recycling. Participants will meet the entrepreneurs behind the ideas and will work with them to generate market-driven and investable solutions. Stephan Abel / Oyster Recovery Partnership Anthony Chatwin / Marine and Coastal Conservation (National Fish and Wildlife Foundation) Chris Fisher / Fisher Recycling Bren Smith / Thimble Island Oyster Co. Steve Vilnit / Maryland Department of Natural Resources Cheryl Dahle / Future of Fish (moderator) Sarah Brooks / Networked Culture (moderator) ACCELERATING URBAN INNOVATION 60 Minute Session / Marina SOCAP Open SOCAP Communities The panel will focus on a new model for fostering urban innovation through public private partnerships to accelerate social change. In early 2013, the Bloomberg Philanthropies Mayors Challenge awarded $1 million to the participating team from Philadelphia. The team will discuss how city procurement was used as a carrot, luring private companies trying to solve public problems and attracting entrepreneurs from around the globe to tackle urban challenges in Philadelphia. Story Bellows / Ofce of New Urban Mechanics, City of Philadelphia Jacob Gray / Wharton Social Impact Initiative Zoe Selzer / GoodCompany Group Garrett Melby / GoodCompany Group (moderator) THE FUTURE OF APPAREL SOURCING: FAIR TRADE & LESSONS LEARNED FROM THE BANGLADESH TRAGEDY 60 Minute Session / 362C SOCAP Wildcard Following the tragedy in Bangladesh, the apparel industry is facing increased concern and scrutiny about the fairness and integrity of its supply chains. The panel will explore the challenges the industry faces, both big apparel and small, as it tries to get fairer trade sourcing right and the role social enterprise may play going forward. Lisa Carpenter / Gap Inc. Michael Kobori / Levi Strauss & Co. Chrissie Lam / Supply Change Racheal Meiers / HERproject, Business for Social Responsibility Heather Franzese / Good World Solutions (moderator)
THURSDAY, SEPTEMBER 5
11:45 AM / PARALLEL SESSIONS
BY WOMEN, FOR WOMEN: BUILDING HEALTH TECHNOLOGIES FOR THE CHIEF MEDICAL OFFICER OF THE HOME 60 Minute Session / Meaning Tent SOCAP Health According to the U.S. Department of Labor, women make approximately 80 percent of health decisions for their families and are more likely to be the caregivers when a family member falls ill. In addition, women utilize more health care services and accrue more health care expenses than men over their lifetimes. Join this panel of experts, who will share their insights to U.S. and global markets. Kirsten Gagnaire / Mobile Alliance for Maternal Action (MAMA) Amy Sheng / Cellscope Leah Sparks / Wildower Health Ana Manzur-Allan / XX in Health (moderator)
INNOVATIONS IN GLOBAL HEALTH CARE DELIVERY 120 Minute Workshop / Fleet SOCAP Health Many SOCAP attendees are creating game-changing solutions to global health challenges. But how can we ensure that these innovations are accessible to people who need it most? PSI and partners are undertaking new models that take innovations to scale for maximum impact at minimum cost. During this workshop, marketing, demand creation, pricing, promotion, and product innovation will be discussed alongside placement and accessibility, bringing together the traditional 4Ps with newer methods of reaching those in need. Karl TBA TBA TBA TBA TBA Hofmann / PSI / Acumen Fund / IDEO.org / Monitor Deloitte / PATH / PSI
INVESTING IN SUSTAINABLE AGRICULTURE 60 Minute Session / 370C SOCAP Open SOCAP Investing Investor interest in sustainable agriculture is high, but good investment options in the sector are few, far between, and often small-scale. This session brings together experts with hands-on experience in running or investing in sustainable agriculture ventures. Join us as we dig into the dirt and see what harvests await those who invest in this field. Jenny Kassan / Cutting Edge Capital Bill Niman / BN Ranch Ali Partovi / Angel Investor Craig Wichner / Farmland LP
11:30 AM
BREAK Impact Hub @ SOCAP
COASTAL COMMUNITIES: LIVELIHOODS AND CONSERVATION 60 Minute Session / Money Tent SOCAP Oceans SOCAP Communities Coastal communities around the world rely on the ocean for their livelihoods. In order to preserve their way of life and the resources they draw from the ocean, innovators have created models that work in local communities. These solutions have the potential to expand to wider applications if they can navigate the challenges of taking a local success to scale. Learn more about these local innovators and the vision for taking their solutions around the world. Fatou Janha Mboob / TRY Oyster Womens Association Dune Lankard / Eyak Preservation Council Samantha Lee / Village Fishmonger Cristina Rumbaitis del Rio / The Rockefeller Foundation (moderator)
SESSION DESCRIPTIONS
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THURSDAY, SEPTEMBER 5
DONT LET THE PERFECT BE THE ENEMY OF THE GOOD WHEN INVESTING IN FOOD 60 Minute Session / Southside Theater SOCAP Communities SOCAP Investing The search for meaningful investment often brings about complex issues. This panel will discuss how meaningful changes in the food system may mean working within the conventional system, and that change is possible when your evaluation includes a dose of reality. Kate Danaher / RSF Social Finance Nait Jones / AgLocal Christina Tamer / Invested Development Sarah Fritschner / Louisville Farm to Table (moderator) DONT FORGET PURPOSE AT THE EXIT 60 Minute Session / 260C SOCAP Meaning SOCAP Investing Impact Investors come in all shapes and sizes, but they all aim to use capital for good. Each investor has a favorite recipe for how to bring this about while they are invested, but what happens after? Panelists will share what theyve done to make sure that impact doesnt exit when they do. Ann DeRosa / Chilton Capital Management Taryn Goodman / RSF Social Finance Paul Hudnut / New Belgium Brewing Co. Susan Mac Cormac / Morrison & Foerster Robbie Schingler / Planet Labs Ross Baird / Village Capital (moderator) BETTER CARE AT LOWER COST: INNOVATIONS IN HOME CARE MEDICINE 60 Minute Workshop / 370C SOCAP Health This session will summarize ongoing innovations in home-based medicine for the most ill and high-cost patients in our society. We will highlight the major problems in usual care of this population and describe what is possible with mobile care at home. We will report how to measure success in Home Care Medicine and then discuss the financial opportunity of moving care out of institutions and into peoples homes. Christine Ritchie / University of California, San Francisco Division of Geriatrics Alan Kronhaus / Doctors Making Housecalls Eric De Jonge / MedStar Washington Hospital Center (moderator)
THURSDAY, SEPTEMBER 5
12:45 PM
LUNCH Impact Hub @ SOCAP
MEASURE WHAT MATTERS: SPECIAL Q&A WORKSHOP FOR POTENTIAL B CORPS Drop-In Session / Fleet SOCAP Open B Lab is offering a Measure What Matters Workshop to those interested in learning more about our B Corp certification process. This free, open workshop will allow you to stop in, ask questions and receive individual help about the B Impact Assessment. We hope you will join us with your questions and your laptops, so we can work together to drive success in measuring what matters. B Lab Staff
SOCIAL IMPACT BOND WORKSHOP: DISSECTING SIB CONTRACTS 120 Minute Session / Golden Gate SOCAP Investing SOCAP Health This session will dig into live social impact bond deals including: recidivism SIB in New York City, at-risk youth in Boston, early-childhood in Salt Lake City, supportive housing in Massachusetts, workforce development in California, family health care in South Carolina, and asthma in Fresno. Panelists will be prepared to answer detailed questions about deal terms, how the contracts came together, challenges they faced, and what all of this means for the impact sector going forward. Rick Brush / Collective Health Annie Donovan / White House Ofce of Social Innovation and Civic Participation (Formerly) Megan Golden / New York University Wagner Graduate School of Public Service Carla Javits / REDF Niko Klein / Imprint Capital Joe Waters / Institute for Child Success Caroline Whistler / Third Sector Capital Partners Steve Goldberg / Caffeinated Capital (moderator) 54
TRANSFORMATIVE ASSETS: CONNECTING LOCAL STRENGTHS FOR HOLISTIC RENEWAL 60 Minute Session / Marina SOCAP Meaning SOCAP Communities As we work to accelerate the good economy, mapping what already exists will be a strategic piece of the movement. The quality of the relationships we connect will relate directly to our potential for change. New thinking and practices of asset mapping, network weaving, and strengths-based approaches are providing an entirely new lens to our work, especially in challenging neighborhoods and cities. Kathryn Ebner / Pave Rebecca Lujan Loveless / Communities First Association Zoe Selzer / Good Company Group Derrick Rhayn / Network Weavers Tim Soerens / Parish Collective (moderator)
UNLOCKING NON-PROFIT POTENTIAL THROUGH ACCESS TO CREDIT 60 Minute Session / 362C SOCAP Open SOCAP Investing There is a market failure related to access to credit for non-profits. Why does this problem exist? What can we do to fix it? This panel will examine the problem and how institutions such as the American Nonprofits Federal Credit Union will address it. Well also discuss how other cooperative models have helped solve similar financial market failures in other sectors. Jeanne Bell / CompassPoint Nonprot Services Pamela Davis / Nonprots Insurance Alliance Group Charlie Wilcox / Consultant
SESSION DESCRIPTIONS
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THURSDAY, SEPTEMBER 5
2:15 PM / PARALLEL SESSIONS
DETROIT: COMING BACK FROM BANKRUPTCY 60 Minute Session / Meaning Tent SOCAP Communities It takes cross-sector collaboration and deep civic commitment to change the trajectory of a city with the social, political, and fiscal complexity of Detroit. This panel examines efforts to turn Detroit around through big ideas and bigger actions. We look at a range of actors turning Detroits core back into a regional center of economic vitality. These leaders show how place-based innovation and multigenerational, multidisciplinary efforts can begin to transform a city. Benjamin Kennedy / The Kresge Foundation Eric Larson / Bedrock Real Estate Services Sue Mosey / Midtown Detroit Inc. Leslie Smith / TechTown Scott Sporte / NCB Capital Impact DEMOCRATIZING ACCESS TO IMPACT INVESTING THROUGH INFRASTRUCTURE AND PRODUCT DEVELOPMENT 60 Minute Session / Southside Theater SOCAP Investing In order to increase the capital ows to impact investing, we must ease key structural barriers by lowering investment minimums, improving product distribution and broadening access and education in general through innovative impact investing infrastructure and product development. We will explore specic examples of intermediaries that are creating systems and products that democratize access, providing investors and wealth advisors with new ways of deploying their assets for impact. Mark Campanale / Social Stock Exchange Gloria Nelund / TriLinc Global Fran Seegull / ImpactAssets Brian Walsh / LiquidNet for Good (moderator) COLLABORATIVE LEADERSHIP FOR CHANGE 60 Minute Session / 260C SOCAP Meaning The need for a more collaborative style of engagement is emerging as people experience rapid change and disruption. What makes for a truly collaborative leader? How do we grow our personal capacity to be the kind of leader who models the change thats needed? How do we shift from a posture of leadership oriented around competitive domination to one that catalyzes shared ownership? Explore how we become the leaders our future needs. Ashara Ekundayo / Impact Hub Oakland Carol Sanford / Author, Consultant Ramon Marmolejos / Emzingo Group (moderator) BEYOND THE APP: RE-ENVISIONING HEALTH CARE PRODUCT, PLACE, AND PROVIDER 60 Minute Session / Firehouse SOCAP Health Shifting nancial incentives and new delivery models in health and medical care have created unprecedented demand and opportunity to tackle the social, environmental, and structural realities of low-income patients lives. Developing solutions that effectively address these factors will require pushing beyond the traditional denitions of health care product, place, and provider. This session will showcase straightforward yet unconventional organizations that are re-envisioning the traditional doctors visit and deploying human solutions to address the root causes of poor health. Gary Cohen / Health Care Without Harm Sarah Di Troia / Health Leads Manmeet Kaur / City Health Works! Nicolas Hazard / Groupe SOS Amy Lockwood / RIVET (moderator)
THURSDAY, SEPTEMBER 5
IN SEARCH OF CASH FLOW: SHOULD REAL ASSETS DISPLACE DEBT IN ASSET ALLOCATION? 60 Minute Session / Fleet SOCAP Investing Traditional asset allocation argues that prudent investors reserve substantial portions of their portfolios for debt to mitigate volatility and provide ongoing needed cash flow. In recent years, debt markets have experienced low rates of interest for a host of reasons, but the results for investors serve to raise caution flags. For those that need cash flow at greater levels than debt markets provide, can emerging opportunities in real assets provide at least a partial alternative? Noel Kullavanijaya / Equilibrium Capital Alyssa Rieder / Dignity Health Mark Watson / Keel Asset Management Deb Wetherby / Wetherby Asset Management Drummond Pike / Equilibrium Capital (moderator)
GOOD FOOD, BAD FOOD 60 Minute Session / Golden Gate SOCAP Communities Transforming the food system means finding a way for great companies to tell the stories of the people who grow our food, to make connections with people around the world. Alter Eco using the fair trade tool now has a way to tell that story. It also means telling the story about the things that are wrong with the food system. Nutiva a super food retailer fights hard, using smart social media and culture jamming tactics against bad food and GMOs from conglomerates. Mathieu Senard / Alter Eco John Roulac / Nutiva Morgan Simon / Transformative Finance Network (moderator)
DETERMINANTS OF HEALTHY COMMUNITIES 60 Minute Session / Marina SOCAP Health SOCAP Communities SOCAP Art Hear from different efforts to revitalize and strengthen communities across America. They all share a focus on the economic life, community fabric, and physical place that make a neighborhood and include the arts as integral to a communitys health and well-being. Bill Bragin / Lincoln Center for the Performing Arts Deborah Cullinan / Intersection for the Arts and 5M Project Emily Hooper Lansana / Community Arts En gagement, University of Chicago Anders Ferguson / The Oberlin Project (moderator)
NATURAL RESOURCES: FINDING RESILIENT PURPOSE 60 Minute Session / Money Tent SOCAP Oceans SOCAP Meaning What drives social entrepreneurs and activists to persevere in the face of immense challenges? Why remain dedicated to the integrated bottom line when you could seek greater prots and easier roads? This panel explores individuals who fuel their work by drawing on their notion of something greater be it spiritual, ethical, traditional, or otherwise. From a Makah Nation environmental steward to an entrepreneur, we explore the meaning behind the action. Robert Egger / LA Kitchen Micah McCarty / First Stewards Darin Petersen / The Simple Way Casson Trenor / Tataki Katherine Short / F.L.O.W Collaborative (moderator) 56
SESSION DESCRIPTIONS
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THURSDAY, SEPTEMBER 5
THE ROAD TO 100% GIVING: BUILDING SUSTAINABLE NON-PROFITS TO END EXTREME POVERTY 60 Minute Session / 370C SOCAP Open SOCAP Investing There is need everywhere: Provide jobs for women! Train future leaders! and so on; each cause beautiful and worthy. Against mounting social issues and game-changing innovation in the social sector, non-prots must attract funding through non-traditional ways while remaining mission focused. Learn how Kiva, UniversalGiving, and Groundwork Opportunities do both and give 100% of donations to cause while building resilient and selfsustaining models that alleviate extreme poverty. Pamela Hawley / UniversalGiving Bartlomiej Jan Skorupa / Groundwork Opportunities (GO) Katherine Woo / Kiva
THURSDAY, SEPTEMBER 5
3:15 PM
BREAK Impact Hub @ SOCAP GOING ALL IN: INVESTING 100% OF THE CORPUS IN LINE WITH MISSION 60 Minute Session / Money Tent SOCAP Investing This session features asset owners who have made an intentional commitment of aligning 100% of their assets with positive impact. They invest across asset classes and successfully challenge the conventional wisdom that impact portfolios are financially not competitive. They are at the forefront of fundamentally changing the conventional investment ecosystem into one that incorporates externalities like climate change, extreme poverty, and social justice. Ron Cordes / Cordes Foundation Clara Miller / FB Heron Foundation Liesel Pritzker Simmons / Blue Haven Initiative Jim Villanueva / The Eleos Foundation Charly Kleissner / KL Felicitas Foundation (moderator) MAPPING THE OCEAN: EXPLORATION, INNOVATION, AND CONSERVATION 60 Minute Session / Golden Gate SOCAP Oceans Three quarters of the planet is covered with water, but we still know only a fraction of what lies beneath. Mapping the ocean using underwater robots, satellite technology, and software innovations can help unveil the mysteries of the ocean and open up groundbreaking new possibilities. While these technologies have huge investment and prot potential, they also have profound implications for the innovators working to protect and sustain the life and resources our oceans hold. John Hocevar / Greenpeace David Lang / OpenROV Robbie Schingler / PlanetLab Pedro Valdeolmillos / BlooSee Shannon Service / Writer and Journalist (moderator) LEANING INWARD: PERSONAL TRANSFORMATION FOR ENLIGHTENED LEADERSHIP 60 Minute Session / 260C SOCAP Meaning Often the most crucial leadership challenge is actually leading ourselves. This interactive presentation will introduce the concept of the conditioned mind. Highlighting the latest brain research on meditation and contemplative practices, we will explore research on basic stress relief breathing practices, the practice of minding the mind (selfreection), and four ways to break through self-limiting beliefs to achieve ones highest potential. Michele Hebert / Raya Yogis
MISSION IMPOSSIBLE: CAN IMPACT INVESTMENT FILL THE PIONEER GAP OR IS A NEW TYPE OF CAPITAL NEEDED? 60 Minute Session / 362C SOCAP Open SOCAP Investing Most impact investment funds are not structured in a way that allows them to invest in enterprises that are pre-proofof-concept, and yet, many investors agree there is a dire lack of pipeline. How can we as an industry best position our capital to address the Pioneer Gap, support entrepreneurs in the earliest stages of the business lifecycle, and in turn, create a healthy pipeline of opportunities for the growing number of impact investors globally? Kate Cochran / Upaya Social Ventures Sammie Rayner / Lumana Village Ventures Robert Webster / Grassroots Business Fund Scott Anderson / NextBillion (moderator)
SHIFTING THE MARKET TO BUILD RESILIENCE FOR PEOPLE AND PLANET 60 Minute Session / Southside Theater SOCAP Communities SOCAP Investing Environmental donors widely recognize conservation of nature requires livelihood alternatives for indigenous and rural people. With the onset of climate change, a paradigm shift is happening through nature-based companies providing food, clothing, shelter, and energy in ways that build environmental stewardship and resilience. Like other new markets, collaboration among donors and investors is essential. This interactive dialogue will explore the business and donor cases for catalyzing a market for good with nature-based companies & indigenous people. Evelyn Arce / International Funders for Indigenous People Mark Beam / Halloran Philanthropies Bea Calo / Christensen Fund Mark Tilsen / Native American Natural Foods Shaun Paul / People and Planet Holdings (moderator)
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THURSDAY, SEPTEMBER 5
HIRING & DEVELOPING TALENT FOR THE IMPACT SECTOR 60 Minute Session / Firehouse SOCAP Open SOCAP Meaning What does it take to provide high-quality capacitybuilding talent in the impact sector and what does it take to attract, develop and retain that talent? Panelists address both sides of the equation what employers can do to hire great people responsibly and effectively and what mission-driven job seekers can do to better position themselves for the roles they want. Practitioners will ground the conversation as much as possible in concrete tools, examples and research. Nick Ellis / Job Rooster Sal Giambanco / Omidyar Network Christina Gilyutin / REDF Evan Walden / ReWork Nathaniel Koloc / ReWork (moderator) IMPACT INVESTING AT THE NEXUS OF HEALTH AND COMMUNITY DEVELOPMENT 60 Minute Session / Marina SOCAP Health SOCAP Investing SOCAP Communities Medical evidence shows that more than 50 percent of health outcomes are driven by upstream factors: where we live, work, learn, and play. Health funders and health systems are joining public agencies and impact investors to build communities where the healthy choice is the easy choice. What insights and tools does each field bring? What do successful partnerships and strategies look like? What are the barriers and promising avenues for building healthy communities at scale? Kim Dempsey / NCB Capital Impact Kathlyn Mead / The California Endowment Jean Nudelman / Kaiser Permanente Olis Simpson / Youth Uprising Lisa Richter / GPS Capital Partners (moderator) BEYOND COWORKING: SERVING AS CATALYSTS FOR INNOVATION THROUGHOUT COMMUNITIES 60 Minute Session / 370C SOCAP Communities Traditionally, coworking spaces have focused on facilitating innovation within their walls. This session examines organizations working to expand their impact and catalyze innovation across their cities and communities. Panelists discuss how they create porous space and permeable networks that facilitate the ow of capital and ideas into their cities, helping to create innovative responses to the problems we want to address. Christopher Gergen / Forward Impact Daniel Karpantschof / Sandbox Network Timothy J. Nichols / Impact Hub Bay Area Zoe Selzer / GoodCompany Group Penelope Douglas / Mission HUB (moderator) RAISING THE ROOF: HOW EFFICIENT BUILDINGS MAKE MONEY AND AVERT CLIMATE CHANGE 60 Minute Session / 362C SOCAP Open SOCAP Investing We recently hit 440ppm of CO2 in the atmosphere well beyond what is sustainable. While most climate discussions focus on obstacles, we see an opportunity to reframe the conversation about energy abundance. Currently, we have an untapped abundant domestic resource that could make a signicant impact in achieving our climate goals: energy efciency in buildings. This session will look at the technology and capital streams available to easily and protably capture energy that would otherwise escape. Emma Bassein / Carbon Lighthouse Joshua Kagan / Carbon War Room Erik Larson / Building Energy Woolsey McKernon / SCIenergy
THURSDAY, SEPTEMBER 5
5:00 PM / PLENARY SESSION
Meaning Tent (Simulcast in Money Tent) DESIGNING BUSINESS FOR GOOD Todd Johnson / Jones Day
THE GREATEST GOOD: IF WE DONT KNOW WHERE WERE GOING HOW WILL WE KNOW WHEN WE GET THERE? Steve Wright / Grameen Foundation
A CONVERSATION WITH VAN JONES Van Jones / Rebuild the Dream, CNN Jeff Leifer / Circadian Media Lab
DOES THE INDIAN STORY ON IMPACT INVESTING OFFER LEADS FOR THE WORLD TO FOLLOW? 60 Minute Session / Fleet SOCAP Investing India bubbles with impact investing forums, innovative incubators, talented entrepreneurs and innovative financing mechanisms focused on bringing about impact. As a result, India has built on an enviable track record of building successful enterprises in the impact space. While this ecosystem makes India the delight of investors and entrepreneurs alike, how did this ecosystem come to be? What still requires focus to stay on course? And what lessons does it hold for others? Srikumar Misra / Milk Mantra Will Poole / Unitus Seed Fund Vineet Rai / Aavishkaar Jinesh Shah / Omnivore Partners Nisha Dutt / Intellecap (moderator)
4:30 PM
BREAK Impact Hub @ SOCAP
6:30 PM / PARTY
THE LAST HURRAH: BROUGHT TO YOU BY IMPACT HUB AND HERMAN MILLER Join us for the final after-party of the conference as Impact Hub and Herman Miller team up to get down. With the Montclair Womens Jazz Orchestra, we plan to celebrate the final night of this great event in the Impact Hub @ SOCAP in style and hope youll join us.
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FRIDAY, SEPTEMBER 6
7:30 AM
BREAKFAST Impact Hub @ SOCAP THE NATURAL REVOLUTION 60 Minute Session / Money Tent SOCAP Wildcard Design inspired by nature (biomimicry) is rapidly going to replace the polluting, energy-intensive, and often life-unfriendly processes that have brought humanity great wealth since the Industrial Revolution. The Natural Revolution is about a cheaper, cleaner, and more efficient economy that presents great opportunities for the socially responsible investment community. Doing well by doing good gets a very real meaning in this emerging new economy. Hlne de Puy / The Intelligent Optimist Jay Harman / Pax Scientific Jurriaan Kamp / The Intelligent Optimist TO BE OR NOT TO BE: A CASE STUDY IN EXITS FROM AN IMPACT FUND 60 Minute Session / Golden Gate SOCAP Investing In 2008 at the height of the meltdown, Good Capital launched into new territory of trying to figure out what highly engaged venture capital would look like for true blue social enterprises including non-profits. Over the last five plus years, interesting ground was trod, and though the jury is out, early returns yield lessons for impact investors and entrepreneurs alike. Tim Freundlich / Good Capital Xavier Helgesen / Bettter World Books Edouard Rollet / Alter Eco Benjamin Schmerler / Root Capital Jennifer Nice / Good Capital (moderator)
FRIDAY, SEPTEMBER 6
KEEPING THE INVESTOR AND ENTREPRENEUR HAPPY 60 Minute Session / Fleet SOCAP Open SOCAP Investing Social enterprises, due to their mission, location, and business model, require innovative investment vehicles to align investor and entrepreneur interests. This panel, comprised of experienced and highly regarded investors, will outline new funding options, term sheet specifics, and recent investments. Testing and acceptance of hybrid vehicles (between debt and equity) will be discussed, with focus on a real world example: Demand Dividend. Monica Brand / Accion Frontier Investments Group Lisa Kleissner / KL Felicitas Foundation Jan Piercy / Shorebank International Emily Stone / Maya Mountain Cacao Ltd. Jim Villanueva / The Eleos Foundation John Kohler / Toniic (moderator)
TECHNOLOGY BY AFRICANS FOR AFRICANS 60 Minute Session / Southside Theater SOCAP Communities SOCAP Oceans Ghanaian entrepreneur Alloysius Attah knows rst hand from growing up on a farm that text solutions dont serve farmers who cannot read. The Farmerline.org co-founder is determined to connect farms like the one he grew up on to better market access and best farming practices with his teams voice surveying and mobile messaging platform. This session focuses on growth opportunities, connecting Farmerline to potential customers and funders with the acumen to scale a human-centric design idea. Katie Athaide / Farmerline Alloysius Attah / Farmerline Kevin Jones / SOCAP Max Pichulik / Impact Amplifier
MEASURING IMPACT AND QUALITY IN GLOBAL HEALTH 60 Minute Session / Firehouse SOCAP Health SOCAP Investing Investing in health and medical care to meet the needs of underserved populations poses many challenges, not least of which is ensuring the care delivered not only serves people in need, but also provides them with a minimum quality of care. As new nancing mechanisms are developed to address health needs, these quality and impact measurement issues become more acute. This panel will highlight mechanisms that investors have created to ensure their funds are supporting high quality, accessible care. Peju Adenusi / Hygeia Community Health Plan Khama Rogo / World Bank John Simon / Total Impact Advisors Nicole Spieker / SafeCare, PharmAccess Foundation Wendy Taylor / Center for Accelerating Innovation and
Impact, USAID
HEALTH IMPACT GAMES: HOW ART AND TECH COMBINE FOR IMPACT 60 Minute Session / Marina SOCAP Health SOCAP Art Bringing together narrative, imagination, and medical facts, game designers are increasingly helping patients and caregivers of all ages build their understanding of a disease, its treatment options, and ongoing management. A good game is more than a useful widget or app, it creates a world and brings the player into the story in the same way a book, movie, or play does. Explore how artistic creativity makes a difference for serious games. Adam Gazzaley / University of California, San Francisco Richard Tate / HopeLab Lexi Leban / San Francisco Jewish Film Festival (moderator)
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FRIDAY, SEPTEMBER 6
BEYOND THE SILVER BULLET IN GLOBAL HEALTH 120 Minute Design Session / 370C SOCAP Communities SOCAP Health Mark Arnoldy once thought hed found the silver bullet to Nepals alarming malnutrition problem in a peanutbased nutritional supplement. Then he discovered even the best products didnt make it to the poorest for lack of roads, electricity, and storage. But he stayed, and now his organization Nyaya Health is working with the Nepali government and crowdfunding partners like Samahope to pioneer a comprehensive health care model for patients who cant afford to pay. Mark Arnoldy / Nyaya Health Shivani Garg Patel / Samahope Eve Blossom / Lulan Artisans (moderator)
FRIDAY, SEPTEMBER 6
10:15 AM / PARALLEL SESSIONS
SEA CHANGE STORYTELLING: NARRATIVES THAT MOVE THE MARKET 60 Minute Session / Meaning Tent SOCAP Oceans True systems change comes about when we mobilize new audiences and empower them to take action. How can we use the impact of narrative and branding to build new markets? Can effective communications help change consumption patterns? Join us for a conversation about the ways that storytelling pioneers and branding gurus are changing the way we think about our shared resources, the sh we eat, and our place in the sustainable ecosystem. Maria Finn / Author Kristofor Lofgren / Bamboo Sushi Carl Sana / Blue Ocean Institute Steve Vilnit / Maryland Department of Natural Resources Jeff Leifer / Circadian Media Lab (moderator) SILICON VALLEY TAKES ON HEALTH & MEDICAL CARE 60 Minute Session / Money Tent SOCAP Health SOCAP Investing Healthcare is in need of some drastic reinvention, and who better to increase quality, decrease costs, and extract value from the system than technologists? Hear from three traditional consumer tech investors seizing this opportunity and using their expertise to drive change in genomics, wireless tracking, care delivery, wellness, and more. Find out where theyre placing their bets in digital health and gain insights on emerging trends. Annie Kadavy / Charles River Ventures Ryan Panchadsaram / Department of Health
& Human Services Halle Tecco / Rock Health Christiaan Vorkink / True Ventures
CREATING AN OPERATING SYSTEM FOR THE GOOD ECONOMY WITH INDIGENOUS PEOPLE 60 Minute Session / Southside Theater SOCAP Communities SOCAP Investing SOCAP Oceans Creating an operating system for the good economy requires tools, technology, and innovation. Entrepreneurs need tools to manage their values-led companies, and investors need metrics to evaluate deals especially in developing ecosystems like oceans. Join this discussion on new collaborative approaches to catalyze investment and business practices that harness pioneering technological and social innovations to build economic, social, cultural, and ecological resilience benefiting priority conservation areas with indigenous people. Alloysius Attah / Farmerline Dune Lankard / Copper River Wild Salmon Company Johanna MacTaggart / Swedish Man and Biosphere
Program, UNESCO Lisa Monzn / The David and Lucile Packard Foundation Shaun Paul / People and Planet Holdings (moderator)
HEALING YOURSELF WHILE HEALING THE WORLD: A SPIRITUAL PATH AT WORK 60 Minute Session / 260C SOCAP Meaning We will explore the Compassion Practice as a process for transforming the workplace into a setting for increased healing, personal empowerment, relational and spiritual growth. Participants will learn how to identify and transform difficult emotions while developing techniques for relating to colleagues, clients, family members, and even enemies with genuine compassion. Frank Rogers / Center for Engaged Compassion Mark Yaconelli / Center for Engaged Compassion
HEALTH IMPACT GAMES: HOW ART AND TECH COMBINE FOR IMPACT 60 Minute Session / Firehouse SOCAP Investing The social capital markets work best when we focus on needs that are big, and invest our energy, time, and money in understanding and developing solutions to those problems. Without focusing on the actual needs first, investors and entrepreneurs are hammers looking for nails with no blueprint. This session dives into the question of how a problem-based approach differentiates the social capital markets, and how it can be leveraged for a strategic advantage. Ross Baird / Village Capital Kimberly Bryant / Black Girls CODE Murray Clay / Ulupono Initiative Zia Khan / Rockefeller Foundation (moderator)
10:00 AM
BREAK Impact Hub @ SOCAP
F*-UP STORIES 60 Minute Session / Golden Gate SOCAP Open People always talk about success stories, but most entrepreneurs dont create the perfect company first time around. That is why we learn more from their failure than from their success. Entrepreneurs will share their failures in 10 images (40 seconds each): what was their original business idea? What went wrong? What did they learn? What would they have done differently? This is followed by a Q&A session with the audience. Tony Carr / Halloran Philanthropies Leticia Gasca / Fuck Up Nights, Factual Morgan Simon / Transformative Finance Network Pepe Villatoro / Crowdfunder Mexico
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FRIDAY, SEPTEMBER 6
PRACTICAL STEPS ON HOW TO BECOME AN EARLY-STAGE IMPACT INVESTOR 60 Minute Session / Fleet SOCAP Investing Learn practical and tangible steps to becoming an early-stage impact investor. This session will introduce the Toniic E-Guide: Global Early-Stage Impact Investing researched and written by Duke University and Toniic and leveraging the experience of impact investors throughout the world. The panelists will discuss the findings, tools, trends, successes, and pitfalls of early-stage impact investing, as well as regional and legal considerations. This session is for anyone interested in becoming an impact investor. Chance Barnett / Crowdfunder Bruce Campbell / Campbell Law Group Cathy Clark / Center for Advancement of Social
Entrepreneurship (CASE) at Duke Universitys Fuqua School of Business Shalaka Joshi / Toniic Charly Kleissner / Toniic Doug Lee / Toniic Stephanie Cohn Rupp / Toniic (moderator)
FRIDAY, SEPTEMBER 6
11:15 AM
BREAK Impact Hub @ SOCAP PRIVATE SECTOR ROUTES TO INNOVATION IN GLOBAL HEALTH: SOCIAL ENTREPRENEURSHIP, PHILANTHROPY, AND CORPORATIONS 60 Minute Session / Southside Theater SOCAP Health SOCAP Investing SOLUTION REVOLUTION 60 Minute Session / Golden Gate SOCAP Wildcard Where tough societal problems persist, citizens, social enterprises, and yes even businesses, are relying less and less on government-only solutions. The collective force of these problem solvers is creating dynamic and rapidly evolving markets for social good. The panel will explore how theyre advancing their own unique variation of distributed problem solving, succeeding where others have failed, and what the future portends for the increasingly interconnected worlds of social impact and business. Shelby Clark / RelayRides Anthony Goldbloom / Kaggle Leila Janah / SamaSource William D. Eggers / Deloitte (moderator)
Addressing the challenges of developing solutions for health and medical care in the developing world has traditionally been the domain of the public sector. However, private sector involvement has increased over time, bringing with it new approaches, additional resources, and different expectations. This panel will explore how representative private sector organizations are contributing to global health innovation, and will discuss the challenges and opportunities they see in improving access to and quality of health care in resource constrained settings. Sarah Skye Gilbert / Bill & Melinda Gates Foundation Daniel Grossman / Medtronic Rajesh Gupta / Novel Products Garrett Spiegel / D-Rev Jessica Vernon / Miti Health Amy Lockwood / RIVET (moderator)
INVESTING WITHOUT EXITS: DISCUSSING REVENUE-BASED AND OTHER NOVEL FINANCING 60 Minute Session / 260C SOCAP Open SOCAP Investing Impact investing need not be a scaled-down version of high-growth / low-impact investing. The days of stranded capital, friction of exits and other (broken) aspects of investing can be over. Come talk through other means of profitable investing, based on revenues, dividends, buy-backs, and other out-of-the-box ideas. Michael Luni Libes will be guiding the session, and is Entrepreneur in Residence of the Bainbridge Graduate Institute and Founder and Managing Director of Fledge, the conscious company incubator. Michael Luni Libes / Fledge
STORYTELLING WITH DATA VISUALIZATION 60 Minute Session / Marina SOCAP Wildcard In the age of big data, how do we discover the important insights buried in the noise? Data visualization can be the difference between information overload and beautiful representations of important knowledge. See how leaders in the field of this design discipline are asking the right questions and creating stunning representations: telling powerful stories with data. Marta Salas-Porras / Obscura Digital Matthew Scharpnick / Elefint Designs
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FRIDAY, SEPTEMBER 6
MOBILE TO THE MASSES: OVERCOMING BARRIERS TO SCALE IN THE MOBILE SECTOR 60 Minute Session / Firehouse SOCAP Wildcard Mobile-for-good solutions continue to proliferate, but are these game-changing technologies reaching those that need them the most? Entrepreneurs and investors share their experiences with barriers to scale and discuss how knowledge, distribution, product, and resource evolution can continue to capture the potential of mobile technologies for serving as a vehicle to empowerment. Radha Basu / Santa Clara University Shivani Siroya / InVenture MAKING WORK: ARTISTS AS ACTIVISTS, COLLABORATORS, AND STORYTELLERS 60 Minute Session / Marina SOCAP Meaning SOCAP Art Artists working across the mediums of lm, music, installation, theater, and new media talk about how they shape their stories, collaborate with one another and their communities, and agitate for change in the world around them. As social innovators, these artists confront how to be nancially sustainable while staying true to their purpose. Marc Bamuthi Joseph / Yerba Buena Center for the Arts Taraneh Hemami / Independent visual artist Jonathan Moscone / California Shakespeare Theater Marcus Shelby / Composer Lexi Leban / San Francisco Jewish Film Festival (moderator)
FRIDAY, SEPTEMBER 6
12:30 PM
BREAK Impact Hub @ SOCAP
TECH MEETS HEALTH 60 Minute Session / Fleet SOCAP Health Successful technology entrepreneurs are moving fast to grab a piece of the health care spending pie and solve some of the biggest problems in health and medical care. You will hear from digital health entrepreneurs working on the tough problems, and what their work means for the future. Meredith Barrett / Asthmapolis Sean Duffy / Omada Health Elli Kaplan / Neurotrack Jason Oberfest / Mango Health Sarah Pollet / Rock Health (moderator)
ACCELERATING THE GOOD ECONOMY - ARE WE THERE YET? Rosa Lee Harden / SOCAP Kevin Jones / SOCAP
1:45 PM
LUNCH Impact Hub @ SOCAP
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SPONSORS
THE GOOD
ECONOMY
ACCELERATING
WELCOME
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PREMIER PARTNERS
DAVID & LUCILE PACKARD FOUNDATION
packard.org The David and Lucile Packard Foundation is a family foundation that is guided by the enduring business philosophy and personal values of Lucile and David, who helped found one of the worlds leading technology companies. The Foundation works on the issues the founders have cared about most: improving the lives of children, enabling the creative pursuit of science, advancing reproductive health, and conserving and restoring the earths natural systems.
ROCKEFELLER FOUNDATION
rockefellerfoundation.org The Rockefeller Foundation aims to achieve equitable growth by expanding opportunity for more people in more places worldwide, and to build resilience by helping them prepare for, withstand, and emerge stronger from acute shocks and chronic stresses. Throughout its 100 year history, the Rockefeller Foundation has enhanced the impact of innovative thinkers and actors working to change the world by providing the resources, networks, convening power, and technologies to move them from idea to impact. In todays dynamic and interconnected world, the Rockefeller Foundation has a unique ability to address the emerging challenges facing humankind through innovation, intervention, and influence in order to shape agendas and inform decision making.
HALLORAN PHILANTHROPIES
halloranphilanthropies.org The Halloran purpose is to inspire, innovate, and accelerate sustainable social and economic innovations that raise levels of human well-being. We accelerate change-making solutions that advance the well-being of communities by integrating social innovations with sustainable business models. We make grants, loans, and investments that demonstrate social impact and foster a thriving entrepreneurial ecosystem. Our core areas are Mexico, Colombia, Brazil, Uganda, Mali, India, and the United States. We support outstanding leaders who are advancing well-being and reducing poverty through job creation, financial inclusion, clean energy and water, agriculture, education, housing, and healthcare.
OMIDYAR NETWORK
omidyar.org Omidyar Network is a philanthropic investment firm dedicated to harnessing the power of markets to create opportunity for people to improve their lives. Established in 2004 by eBay founder Pierre Omidyar and his wife Pam, the organization invests in and helps scale innovative organizations to catalyze economic and social change. To date, Omidyar Network has committed more than $622 million to for-profit companies and non-profit organizations that foster economic advancement and encourage individual participation across multiple initiatives, including entrepreneurship, financial inclusion, property rights, government transparency, consumer Internet, and mobile.
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SUPPORTING PARTNERS
VODAFONE AMERICAS FOUNDATION
vodafone-us.com Vodafone Americas Foundation is one of Vodafones network of 28 foundations worldwide supporting Mobile for Good projects. In the US, the Foundation seeks to partner with organizations that develop and utilize new technologies to help solve some of the critical issues around the world. The Foundation supports organizations under the 3 pillared criteria to: improve peoples lives, help stimulate innovation, and advance the global development sector. The Foundation also operates an annual competition called the Vodafone Americas Foundation Wireless Innovation Project, with total prizes worth $600,000 awarded to organizations with the best wireless innovation to make a social impact.
ELEFINT DESIGNS
elefintdesigns.com Elefint Designs creates strategic designs for good causes. We work with non-profits, NGOs, social startups, innovators, and the like to give them beautiful tools to communicate who they are and what they do. Our work includes website, interaction, print, mobile, motiongraphic, and information design, as well as strategy and branding. Great design is a powerful tool for making the world a better place. For this reason, Elefint Designs has partnered with SOCAP to showcase the importance of design at this years conference. Our partnership will consist of a number of activities including the creation of infographics that show intersections between conference themes, a live data visualization that participants will help us construct, a series of conference sessions about design, and the design of the conference program.
LIQUIDNET
liquidnet.com Liquidnet is the global institutional trading network, connecting more than 700 of the worlds top asset managers to large-scale equity trading opportunities across the globe 42 markets across five continents. Asset Managers rely on Liquidnet to help them protect the performance of their portfolios by allowing them to enter and exit their portfolio positions more efficiently. This benefits the millions of people across the world who invest in mutual, managed, retirement, or other equity investment funds.
CASE FOUNDATION
casefoundation.org Established by Jean and Steve Case in 1997, the Case Foundation invests in people and ideas that can change the world. In efforts to address social challenges, the Foundation unites the principles of entrepreneurship, innovation, and technology to identify, test, prove, and scale ideas and models designed to create exponential impact. Follow us at twitter.com/casefoundation and facebook.com/casefoundation.
HERMAN MILLEER
hermanmiller.com Herman Miller is a 100-year-old-plus company that places great importance on design, the environment, community service, and the health and well-being of our customers and our employees. Innovative ways to improve the performance of our customers organizations have become our hallmark.
IMPACT ASSETS
impactassests.org ImpactAssets is a non-profit financial services firm that increases the flow of capital into investments that deliver financial, social, and environmental returns. Our impact investment strategies, donor advised fund, and knowledge resources provide a dynamic platform for wealth managers and the clients they serve to advance social or environmental change through investment. ImpactAssets seeks to shed light on and drive capital to the fields most promising organizations and initiatives, helping to build the field of impact investing.
GOVERNMENT OF ONTARIO
social.enterprise@ontario.ca The Government of Ontario believes in the power and potential of our provinces social enterprises, and is committed to equipping them with the tools they need to succeed, including support for business development and financing. By partnering with Ontarios flourishing and diverse social enterprises, together we are helping to address a broad range of social, economic, and environmental challenges. Our goal is to make Ontario the best place in the world to start-up and scale a social enterprise, and in the process, build a more prosperous and fairer society for everyone.
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PSI
psi.org PSI is a global health organization dedicated to improving the health of people in the developing world by focusing on serious challenges like a lack of family planning, HIV and AIDS, barriers to maternal health, and the greatest threats to children under ve (including malaria, diarrhea, pneumonia, and malnutrition). PSI is committed to the principle that health services and products are most effective when accompanied by robust communications and distribution efforts that help ensure wide acceptance and proper use. PSI works in partnership with governments, ministries of health, and local organizations to create health solutions that are built to last.
WELLS FARGO
wellsfargo.com/nmtc Through the New Markets Tax Credit program, Wells Fargo Community Lending and Investment provides debt for construction and / or substantial rehabilitation of commercial and community-oriented properties located in low income census tracts nationwide. We also provide investments in low-income communities through our own NMTC allocation or partnering with third party community development entities (CDEs).
PAVE
pave.com Every good idea starts with a creative mind, a person with tremendous potential. Hopefully youre at SOCAP to meet these types of individuals. Pave is a new platform that empowers young people to pursue impactful careers by connecting them with backers who provide funding, advice, and connections. In return, these young people offer their backers a share of income for 10 years, a exible alternative to xed debt payments. Its a new type of impact investment designed to unlock a generation that wants to tackle important challenges. At SOCAP, weve partnered to create a new kind of showcase that focuses on the individuals driving impact, an interesting change from the product and technology demos we typically do. We hope that as you walk through the showcase youre as inspired and as motivated to back these individuals as we are!
RENEWAL FUNDS
renewalfunds.com Renewal Funds is a social venture capital firm that invests in early-growth stage companies in Canada and the U.S. creating portfolios designed to deliver above market financial returns at a lower risk profile than traditional venture capital funds while delivering strong social and environmental performance. Building upon our experience investing in successful high-impact businesses since 1994, Renewal Funds focuses on sectors critical to a sustainable economy where we can support meaningful shifts in consumer behaviour: organic and natural food, green products, and environmental innovation. Renewal Funds supports passionate, experienced, change-agent entrepreneurs whose businesses we can help grow with our capital, networks, and expertise.
B LAB
bcorporation.net B Lab is a non-profit that serves a global movement of entrepreneurs using the power of business to solve social and environmental problems. B Lab serves these entrepreneurs through three interrelated initiatives that: (1) provide them the legal infrastructure to preserve mission by establishing Benefit Corporation legal status, (2) recognizing high impact companies through B Corporation certification, and (3) helping companies attract mission-aligned capital via B Analytics, and the Global Impact Investment Rating System.
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COMMUNITY PARTNERS
An agency of the Aga Khan Development Network
Given Goods Company is a new marketplace that offers consumers a more meaningful way to shop. Highlighting items that are sustainably sourced with a tangible impact, Given Goods facilitates the discovery of high-quality, stylish products in the buy-to-give space. Featuring both established brands as well as up-and-coming makers, the store is at the conuence of the best products and the best stories.
KIVA
kiva.org Kiva is a non-profit organization with a mission to connect people through lending to alleviate poverty. We envision a world where all people even in the most remote areas of the globe hold the power to create opportunity for themselves and others. We believe providing safe, affordable access to capital to those in need helps people create better lives for themselves and their families. Leveraging the internet and a worldwide network of microfinance institutions, Kiva lets individuals lend as little as $25 to help create opportunity around the world.
CREATIVE CAPITAL
creative-capital.org Creative Capital is an impact-driven arts organization that supports innovative and adventurous artists across the country through funding, counsel, and career development services. Our pioneering approach, inspired by venture capital principles, helps artists working in all creative disciplines realize their visions and build sustainable practices. Since 1999, we have invested $29 million in tailored support to 419 projects representing 529 artists. Our Professional Development Program has reached an additional 6,500 artists with skills-building workshops. By supporting creative risk-takers nationwide, we invest in artists who shape the future. Join us.
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PHAROS EFFECT
pharoseffect.com Pharos Effect is a strategic advisory rm that identies next generation opportunities for corporations, family ofces, and individual investors. The rm provides surveillance on emerging trends and identies potential investments and partnerships with exceptional entrepreneurs. Pharos serves as a dedicated research and development outlet for its clients, focusing on the natural resources, renewable energy, food, and health sectors. Its experienced principals leverage nancial acumen acquired in both traditional and impact investing, and apply entrepreneurial expertise gained from the creation and growth of successful enterprises. Pharos does not sell products, but instead, invests in exible, innovative solutions for its clients, in total absence of conict of interest.
DELOITTE
deloitte.com
In the United States, Deloitte LLP and its subsidiaries have 57,000 professionals with a single focus: serving our clients and helping them solve their toughest problems. We work in four key business areas audit, financial advisory, tax, and consulting but our real strength comes from combining the talents of those groups to address clients needs.
ROCK HEALTH
rockhealth.com Rock Health is powering the future of the digital health ecosystem, bringing together the brightest minds in health and technology to build better solutions. We support digital health entrepreneurs through a startup accelerator, public events, and open-source research. Rock Healths accelerator program supports entrepreneurs working at the intersection of healthcare and technology through its startup accelerator program, which provides strategic and operational support, mentorship, ofce space, an elective $100,000 convertible note from the Rock Health Fund, and access to a top-tier network of partners, academic medical centers, and clinicians.
ROOT CAPITAL
rootcapital.org Root Capital is a non-profit social investment fund that grows rural prosperity in poor, environmentally vulnerable places in Africa and Latin America by lending capital, delivering financial training, and strengthening market connections for small and growing agricultural businesses. Root Capital clients include associations and private businesses that help create sustainable livelihoods by aggregating the products of hundreds, and often, thousands of farmers. As of Q1 2013, Root Capital had disbursed more than $500 million in credit to more than 425 businesses. These loans have helped Root Capital clients improve incomes for more than 750,000 small-scale farm families.
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IMPACT SPACE
impactspace.org ImpactSpace is the global, open database of people, companies, and investors delivering social, environmental, and financial returns, with deep resources for entrepreneurs, fund managers, individual and institutional investors, and advisors at ImpactSpace.org. Liquidnet the global institutional trading network is proud to partner with ImpactSpace through its corporate impact program, Liquidnet For Good.
GROOPT
groopt.com Groopts online platform helps organizations operate more efficiently, increase donations, and engage people for life with web and mobile applications.
I-DEV INTERNATIONAL
idevinternational.com I-DEV International is a management strategy and financial advisory firm that specializes in building and financing competitive, viable businesses and industries in emerging markets worldwide. We work with local SMEs and social enterprises, global corporations, and impact investors to develop business-based partnerships focused on both impact and profit.
PRUDENTIAL FINANCIAL
news.prudential.com Prudential Financial, Inc., a nancial services leader with more than $1 trillion of assets under management as of June 30, 2013, has operations in the United States, Asia, Europe, and Latin America. Prudentials diverse and talented employees are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management. In the U.S., Prudentials iconic Rock symbol has stood for strength, stability, expertise, and innovation for more than a century.
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IN-KIND PARTNERS
MEDIA PARTNERS
NETWORK PARTNERS
Agora Partnerships HUB Ventures Presidio Graduate School ClearlySo 4Good Global Social Venture Competition (GSVC)
Color:
Flywheel Venture Greenhouse Goldhirsh Foundation New Ventures Mxico Sitawi Future of Fish ReWork Social Enterprise Alliance i-genius Ennovent UniversalGiving Artemisia Social Business Artha Platform
Variation:
C 0 C: M 0 M: Y 0 Y: K 80 K:
Greyscale:
50%:
Color Variations:
Just a thought - colors can resemble different parts of the process that Exygy goes through.
C: 0 M: 0 Y: 0 K: 30
Greyscale Inverted:
25%:
FUNCTIONALITY
C: 0 M: 75 Y: 90 K: 0
CREATIVITY
[RANDOM]
C: 55 M: 0 Y: 25 K: 0
Center for Advancement of Social Entrepreneurship (CASE at Duke) PUREPROJECT The William James Foundation Global Social Benefit Incubator (GSBI) Full Circle Fund BiD Network Sustainable Brands Investors Circle
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SOCAP TEAMS
THE GOOD
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OCEANS Jeff Leifer, CEO of Circadian Media Lab, worked with a team of content experts including Cheryl Dahle and Cari Hanson (founder and strategist respectively, both from Future of Fish), as well as Monica Jain, founder of Fish 2.0. Jeff is a social entrepreneur, storyteller, and nancial reformer with three decades experience at the intersection of technology, media, and design thinking. Kelly Pendergrast from Circadian Media Lab and Lindsay Norcott from SOCAP provided content support and project management for the development of this track.
MEANING Tim Soerens is the co-founding director of the Parish Collective, a faith-based social enterprise that convenes leaders for holistic renewal rooted in particular neighborhoods while also linking collaboratively across the city. He is a co-founding adviser of the Impact Hub Seattle and this years meaning curator for SOCAP. Tim earned a BA in Rhetorical Sciences from the University of Wisconsin-Madison, and a Masters of Divinity from the Seattle School of Theology and Psychology.
ART COMMUNITIES Laura Callanan is currently Scholar-in-Residence at UC Berkeleys Haas School of Business, Visiting Fellow at NYU Wagner School of Public Service, and Senior Fellow with The Foundation Center. As a consultant with McKinsey & Company, she led Supporting Leaders Who Scale What Works, looking at what social sector leaders including artists need to succeed. Previously, Laura served as Associate Director at the Rockefeller Foundation, overseeing program-related investments in Creativity and Culture.
Gray Robinson is the Program and Recruitment Director for Village Capital and the Blue Sky Network in Louisville. She previously worked as a Village Capital Associate in Istanbul, Turkey, where she scouted more than 150 social enterprises and managed a strategic assessment of future Village Capital programs in the region. Gray received her BA in Political Science with a minor in Economics from Davidson College.
INVESTING
OPEN Rebecca Petzel works with for-prots, non-prots, networks, and foundations helping groups take collective action for a better world. She has spent the past ve years unpacking the way that how we work together affects our health, as individuals and as a society. Since completing her thesis on the potential of collaborative innovation communities to fuel social and environmental change in 2009, shes been fortunate to work with inspiring organizations and networks across the globe designing better systems for participation and experiences that unlock our collaborative potential.
Jonathan Axtell is Director of Partnerships at Mission HUB. After volunteering at the first SOCAP in 2008 as a social entrepreneur, Jon came on staff to co-manage 5 consecutive SOCAPs and help execute SOCAPs vision of creating a global movement of people seeking to align the economic systems of the world with our values. Part of the Impact Hub Bay Area family for the past three-anda-half years, Jon was on the team that launched Impact Hub Berkeley and Impact Hub San Francisco. Prior to joining SOCAP, Jon lived in China and completed his MBA at the Monterey Institute of International Studies, while starting up a social enterprise project in Zambia, Africa. Jon speaks Mandarin Chinese and loves trains.
Elizabeth Krueger Content Producer for SOCAP13 has been working with the SOCAP team in various capacities since 2009, and with Kevin and Rosa Lee since a 2005 conference on Values. A former executive in financial services and health technology organizations, she has increasingly focused her career on impact investing and social enterprise where her systems thinking and execution skills can help accelerate change. Liz holds an MBA in Sustainable Management from Presidio Graduate School. She really does answer interchangeably to Elizabeth and Liz.
Kari supervises events, programs, and logistics for Impact Hub and is managing the logistics for SOCAP with the support of Groundswell Marketing. Kari has organized issues-driven events of all sizes: Earth Day Network events, music festivals, college speakers tours, digital literacy advocacy programs, and community health resource fairs. She also organizes one-day computer help days to provide computer training and tech support in digitally excluded communities throughout California.
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SPECIAL THANKS
DOMINIQUE KATZ RACHEL MIKULSKY ARIEL ROSEN JOY ANDERSON ALISON LOOMIS LAUREN HIGGINS BROOKE ESTIN HINNERK HANSEN JARROD SHAPPELL
NICOLETTE OLIARO Production Coordinator Megan is the Online Media Manager for Social Capital Markets (SOCAP), where she is responsible for the organizations online presence through website management, community outreach, social media, and strategic partnerships. Prior to joining SOCAP, Megan was a founding team member of a social enterprise startup called Everywun, an action-based alternative currency platform, where she led online media and product development. She has 8+ years experience in supporting socially conscious startup organizations including a natural food company, an LGBT community non-profit, and a B Corp public relations firm.
LEIGH RODWICK Partnerships MARA SLADE Content Associate ANDREW RODRIGUEZ Market Scout, SOCAP: Meaning KATHARINE ROGERS SOCAP: Investing Support
Diana and Nicolette from Groundswell Marketing are thrilled to be part of the SOCAP team this year! Diana has recently completed an MBA in Sustainable Enterprise, and combines a passion for producing events with a social mission with the expertise to manage them in an environmentally responsible way. Diana and Nicolette bring more than 40 combined years of creativity and experience in managing large-scale events and programs.
SUSAN MOON SOCAP: Health Support MELODY TULIER SOCAP: Health Support RUTH BRADEN Communications Support NICOLE SHORE PR Manager MIA LAUTER Volunteer Coordinator CASEY TERRAZAS Technical Director BJRN FALKEVIK Livestreaming PETTER KARLSSON Livestreaming LOGAN SHILLINGLAW Videographer AARON MARET Design WILL BRADEN Design Support
Fabienne, a native of France, was raised by parents who were enthusiastic early adopters of organic gardening and she ate fantastic fresh food la Chez Panisse throughout her childhood. After studying law in France, she moved to San Francisco to join her husband and raise her children. She has been SOCAPs registrar since 2011.
BJ HARDEN JONES Copy Editor KATHY BRUIN Impact Hub Bay Area TIM NICHOLS Impact Hub Bay Area BERT MEIJERS Innovation Showcase JANINE ELLIOT Meaning Tent Coordinator
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TRANSPARENCY
THE GOOD
ECONOMY
ACCELERATING
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SOCAP13
WELCOME
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TRANSPARENCY AT SOCAP13
Changing the direction of capitalism is about more than just talk, its about delivering on our ideals. Thats why weve done everything we can to use vendors who share our values for social responsibility and social benefit. Weve also tried our best to minimize the detrimental environmental impact that large conferences like this one generally have. For instance, this years badge holder is fully biodegradable with zero toxic residue, and the lanyard is made of 100% biodegradable and renewable bamboo. From consumption and waste to energy and emissions, weve taken steps to reduce the events footprint and make sustainability our priority.
ECOTONE CREATIVE
ecotonecreative.com Ecotone Creative helps organizations expand their communities and magnify their impact. Using a designbased approach to marketing and operations, we support the creative expression of social initiatives from Silicon Valley to the most remote villages in the world. Our portfolio includes: growing a green building conference from spreadsheets to USA Todays front page, restructuring Laos cornerstone sustainability initiative, and scaling the worlds largest cleantech accelerator internationally. The Ecotone team is proud to be part of SOCAP for a second year. Using collaborative design techniques, Ecotone facilitated the Impact Hub and SOCAP teams in expressing their brands through one, unied experience.
ACRE GOURMET
acregourmet.com Acre Gourmet makes choices that support sustainability. Acre wants to set an example by protecting the environment for future generations by abiding by these business principles: Using local, organically grown produce and humanely raised meats Buying directly from local purveyors to cut down on food miles and increase their profits Following sustainable practices like our full composting / recycling program that aims for zero waste and our use of to go packaging made from biodegradable sugar cane fibers No use of pre-packaged, processed foods Using modern energy-saving equipment and high temperature dishwashers that cut down on the use of chlorine In all of our kitchens, Acre uses the freshest, least processed ingredients available and whenever possible uses organic products that are naturally low in sugar and saturated fats. Menus are diverse, balanced, and exceed USDA guidelines for nutrition.
GROUNDSWELL MARKETING
groundswellmktg.com Groundswell Marketing joins the SOCAP production team this year. Groundswell Marketing is an event marketing firm specializing in Sustainable Tradeshows, Conferences, and Marketing Program Management. Our clientele ranges from start-up enterprises to the Fortune 500. From strategy, through design, to execution, we keep program goals in focus through every detail. We are a Bay Area Certified Green Business, and are committed to helping our clients produce successful programs with triple bottom line results.
SELFLESS TEE
selflesstee.com This year, SOCAP volunteers and staff are wearing t-shirts from SelflessTee, a San Francisco based organization that raises money and awareness for charities with cause-inspired apparel. Every two weeks, SelflessTee launches a campaign with a new causeinspired tee, with a different charity, and fueled by the social shares and purchases of the community. SelflessTee donates $7 from every t-shirt sold.
IMAGE 4
image4.com Image 4 is providing the majority of the banners throughout our event. Image 4 is the rst Environmental Branding company to join the USGBC (US Green Building Council), and to deploy LEED and GBC-accredited staff to support our clients green building initiatives. We also have earned Green Advantage-Commercial status as a green contractor. Green Advantage contractors assist in developing LEED credits for projects.
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